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

Estate Planning Diagram

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



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.