Safeguard what you've earned.
Have you considered everything?
As someone who has devoted a significant portion of your life to building and accumulating assets, you want to preserve your legacy. But, a lot can get in the way:
burdensome estate tax liabilities,
an unnecessary, costly, and cumbersome probate process, and
an untimely or forced liquidation of assets.
At LoVasco, we believe:
You’ve worked too hard for anything to jeopardize your legacy.
We can help.
We know that having a sense of financial wellbeing today relies on having a carefully constructed estate plan for the inevitable “tomorrow.”
That’s why, as seasoned estate planning consultants, we help those with a high net worth solidify an insurance-driven plan that helps mitigate risks and safeguards the people they care about—no matter what.
Here's what you can expect.
For more than 60 years, our founders have been safeguarding hundreds of families from paying millions more than they need to in estate taxes.
We start by identifying your goals and objectives.
We take time to understand the intricacies of your circumstances and offer honest, forthright guidance to help you consider your options.
Then, we deliver collaborative and comprehensive recommendations.
We work with your other financial and legal professionals to design a plan that thoroughly helps you achieve your goals. Once approved, we support all steps in the process to obtain the necessary coverage to fund your plan.
So, you can stop worrying about the “what ifs” and enjoy life in the present.
This is your plan, so we meet regularly to address ever-changing circumstances and review insurance policies used to fund your strategy.
Eliminate uncertainties.
Having a sense of financial wellbeing today relies on having a comprehensive estate plan for the inevitable “tomorrow.”
Let's cover your bases.
Not quite ready to reach out?
Start with a free guide instead.
Free Resource
Guide: What You Should Know About Trusts & How They Fit Into Your Estate Plan
Understanding Trusts and Pros & Cons of Trusts
Free Resource
Guide: Enhancing Your Legacy with Wealth Transfer Strategies
Importance of Wealth Transfer and Summary of Wealth Transfer Tools
