Insurance Advisors

For insurance advisors who focus mainly on ultra high net worth individuals and business owners, we understand that finding a lawyer who understands and can explain to clients how insurance can be both an asset class as well as a solution for tax liabilities can be valuable.

We produce estate and tax plans that can take into consideration intricate whole life and leveraged insurance planning, and we are proponents of key-person insurance for business owners.  We are happy to provide your clients and prospects with an objective overview of how insurance may play a key role in their estate and tax plan.