Services That Can Help Life's Moments Live On

We help you understand and plan insurance for:

• Potential tax consequences of annuities and life insurance
• Liquidity when your heirs need it most
• Evaluating your existing assets
• Insured retirement options
• Providing income later in life with qualified longevity annuity contracts (QLAC)
• Protecting your income during your working years with disability insurance
• Healthcare in retirement, medicare planning, understanding long-term care insurance, caring for children and parents at the same time, planning for your parents' long-term care

Trust and Estate Planning Coordination

Trusts are one of the most important financial decisions you can make to plan for your loved ones and their future. A trust allows you to arrange for the future transfer of your wealth on your terms, ensuring that your money continues to serve your goals. That is why arranging a trust and nominating the most appropriate trustee requires careful, thoughtful, and strategic planning.

Your advisor can connect you with reputable, trust services providers who can help guide you and your family in the administration of your wealth.

Within our network of trust services firms, you can find a provider who is tailored to your specific needs at preferred pricing and a plan that is better integrated with your overall financial plan.

Our partner firms cover a range of considerations including:

• Wealth protection and transfer
• Managing complex assets held within LLCs
• Administering international real estate and assets
• Asset relocation from high tax states
• Administering farm and ranch land
• Charitable and philanthropic considerations
• Special needs experience and services