Protect What You’re Building
Many believe a will is sufficient estate planning. It’s a start, but it’s far from complete. True estate planning is about more than just distributing assets after you’re gone. It’s about strategically managing your wealth, minimizing taxes, protecting your assets from legal challenges, and ensuring your vision is realized—both while you’re living and for generations to come.
Trusts + Life Insurance Is A Powerful Combination
Own Nothing. Control Everything.
Imagine retaining complete control over your assets while potentially minimizing tax liabilities and shielding them from unnecessary risks. This is the power of strategically structured trusts, often funded and enhanced by life insurance. While your assets are legally held within the trust, you can maintain control through your role as trustee and benefit from them during your lifetime.
Transfer Your Wealth The Way You Intend To
Your legacy is more than just money; it’s the embodiment of your life’s work. A strategically crafted estate plan, incorporating the power of trusts and life insurance, ensures your vision is realized—both during your lifetime and for generations to come. Don’t let your legacy be eroded by avoidable tax burdens, legal delays, or unintended heirs. Many overlook the strategic role of life insurance in estate planning, missing out on significant financial advantages. Incorporating life insurance products as part of your estate plan creates a win-win for you and your loved ones when it’s time to transfer wealth.
Immediate Liquidity
Life insurance provides instant cash, bypassing lengthy probate and ensuring your estate can meet its obligations.
Generational Wealth Creation
Secure your family’s financial future by creating a lasting legacy that extends beyond your lifetime.
Estate Tax Coverage
Prevent the forced sale of assets by using life insurance to cover estate taxes, preserving your legacy intact.
Trust Funding & Enhancement
Use life insurance to fund and enhance trusts, protecting assets for minor children, special needs beneficiaries, or future generations.
Our process is simple but powerful
How we work to achieve your goals
real world use cases
Passionate. Dedicated. Professional.
what people are saying
We care about our clients…and it shows!
Tanisha Coffey is the best! She is super patient and answered all of my questions. I HIGHLY recommend her for your insurance needs.
C. Scott
…Tanisha took the time to thoroughly explain each plan option, ensuring I had a clear understanding of the details and benefits. She was not only well-prepared to answer every question I had but also went above and beyond to clarify complex information in a way that was easy to grasp…
C. Ahuchaogu