Broker Check

Company Name - City, State

Contact Info

  • 406 Science Drive Ste 310
  • Madison, WI 53711
  • 608.287.3000
  • 20800 Swenson Dr
  • Waukesha, WI 53186
  • 262.717.9444

Estate/Asset Protection Strategies

We strive to provide for financial security in life and to potentially maximize the estate for heirs following a death. We consider: 

  • Will and trust design strategies  
  • Property ownership alternatives, including the review of titling to coordinate with your overall plan 
  • Estate tax reduction techniques 
  • Life insurance analysis 
  • Qualified plan distribution alternatives 
  • Family-gifting strategies 
  • Charitable planning 
  • Employee stock option analysis