Get large life insurance policies for estate planning and estate taxes … without writing any checks!
I can help.
With wealth comes planning and taxes.
Are you a financial planner?
An accountant?
Or someone who needs guidance through the labyrinth of estate tax and planning options?
This website is for you.
Get a quick big-picture view of the many options and get your specific questions answered fast.
Who can I help the most?
My best expertise and planning is for someone who:
Has 10+ million in assets.
Is in good health.
Has at least $500,000 in annual income.
Is this you? Or someone you represent?
Then, set an appointment for a quick call to get your most important questions answered. Here is the form to schedule a call.
Thomas J. Hansen
JD, CPA, MSTax
