Insurance Planning

Insurance is an integral part of estate planning as it can provide income for surviving family members, pay federal and state death taxes and estate settlement costs, fund educations, transfer wealth cost-effectively, and benefit charity. Personal Wealth Partners helps clients assess whether they have the right types and amount of insurance, especially as it pertains to long-term care. We go to great lengths to ensure our clients understand the long-term care insurance options to them. Given the increasing costs of nursing homes and assisted living care, having the right insurance policy can provide crucial income protection. 

Insurance products offered through LPL Financial or its licensed affiliates.