Planning For Children and others

Your family is important. It is critical to consider what will happen to your family if you or your spouse becomes disabled or passes away. The loss of medical should be top of mind for every pilot. You can expect us to help you identify the appropriate amount of life and disability insurance for your family. 

We will also review account titling and review and update your beneficiary designations. We will help you choose tax efficient inheritance strategy and help you outline the factors that are most important to you when developing a will. Creating an estate plan is essential. We will communicate with you and your estate attorney to help implement your estate plan.