top of page

High Net Worth Estate Planning

High Net Worth Estate Planning: Protect Your Legacy

Ensure your wealth is protected and efficiently passed on with customized estate planning. At Legacy Builder Financial Services, we focus on:

​

  • Minimizing tax burdens and avoiding probate

  • Using Irrevocable Life Insurance Trusts (ILITs) to reduce estate taxes

  • Protecting your wealth from creditors

 

What if our team could help you create a plan that preserves your legacy for future generations?

bottom of page