Insurance and Estate Planning
ELITEAM Financial Strategies has had the opportunity to design some of the most complex and complicated life insurance plans, estate plans and business succession plans for a variety of wealth management clients, business owners, and retirees of all types and net worths. We also utilize an industry leading “direct to attorney” estate planning software that allows us to provide our clients with the appropriate wills and/or trusts to their plans so that our clients truly get a holistic financial strategy with the proper estate protection tools in place.
We are well versed in tax efficiency planning, legacy planning, estate conservation, and the complex intricacies of proper risk management and efficient asset transfer.