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Wine Sergi’s Life and Estate planning practice is customized to the specific needs of our individual clients. We have the experience necessary to provide the right solutions for your planning needs to help reduce taxes and retain the value of your estate which took you many years and hard work to accumulate. |
Life Insurance
- Individual Life Insurance Planning
- Individual Disability Insurance Planning
- Estate Planning
- Financial Planning
The Purpose of an estate plan is to plan for the management and disposition of your property while you are alive, in the event you become disabled, and after your death. (click here to read more…)
Estate planning can be a challenging topic. It is much more than just writing a will or designating a beneficiary for your life insurance (though both of those steps are important). (click here to read more…)
For more information please contact
Geary Axen
P: 630-513-6600 x 5848
F: 630-587-7748
E: gearya@winesergi.com
Wine Sergi Insurance
225 Smith Road
St. Charles, IL 60174
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