Call: 203-637-6655 or email – Kyle Shepard

Shepard Insuracne Estate Planning

Shepard Insurance has a lifetime of knowledge on how to efficiently transfer assets with leverage from generation to generation. Once you have achieved a significant level of success, it is critical to understand the use of annual and lifetime gifts in structuring a leverage asset transfer while avoiding estate taxes.

Building a foundation of tax favored life insurance as part of intergenerational planning, can push security to great grandchildren and beyond.

Let Shepard Insurance Group assist you in developing a plan to take your success to future generations.

Creating an estate plan for future generations can be complicated,

let Steve walk you through it

203-698-9341

sshepard@shepardinsgrp.com

Services

what we offer
Personal Assessment

At Shepard, 40 years of working with high achieving clients has built a level of expertise critical in meeting client needs. We know the responsibility of success and have built a platform to manage the risks that come with it.

Life Insurance

Achieving and maintaining financial security for your family is a lifetime effort. Implementing a well-designed Life Insurance program will provide the guarantees that are critical to that security.

The Shepard Team

Forty years in the insurance business has built a team of experts who are fluent in today’s coverage options and how to best tailor them to the individual needs of each client.