When Legal Counsel is Essential

Financial Professionals - AttorneysFor many of the estate planning solutions Concentric Insurance suggests, an attorney is required to help the client properly structure and execute the strategy. We consult with attorneys specifically with wills, trusts, Irrevocable Life Insurance trusts, family limited¬†partnerships, etc and general coordination of insurance into our client’s overall estate plan.

Due to the complexity of many of these strategies, we advise our clients against trying to find an online or cookie cutter solution. We value the need to enlist the expertise of the best attorneys available to work with our clients.

Contact us to schedule a meeting and learn more about how Concentric Insurance can benefit your practice.