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,
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.