Life Insurance & Estate Planning

Trustworthy Guidance to Protect your Assets 

Protecting and preserving your hard-earned assets.

Wine Sergi’s Life and Estate Planning practice is customized to the specific needs of our individual clients. Our experience and expertise can help reduce taxes and retain the value of your estate. Our goal is to protect the assets you have worked so hard to accumulate.

Wine Sergi’s team can provide trustworthy guidance with:

  • Individual Life Insurance Planning
  • Individual Disability Insurance Planning
  • Estate Planning
  • Financial Planning

Why is estate planning important?

Estate planning is much more than writing a will. It goes beyond designating beneficiaries for your life insurance. Proper estate planning includes strategies to:

  • Build your current wealth
  • Protect your wealth from taxes, inflation and potential catastrophic health costs
  • Distribute your wealth to the right people, at the right time

When you turn to Wine Sergi’s team of experts, we’ll help you reach your goals by helping you explore and choose the best options, including wills, trusts, life insurance, lifetime gifts and real estate owner designations. You and your family will benefit because the estate plan we develop can:

  • Reduce or defer taxes
  • Establish your chosen heirs
  • Distribute assets as you desire
  • Protect your family business
  • Clarify your healthcare wishes
  • Make your burial wishes known

To learn more how Wine Sergi can help you with expert Life Insurance & Estate Planning, please contact us today.