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Estate Planning and Wealth Transfer

You have worked a lifetime to accumulate your current wealth. The experienced team at Adcock Financial Group works with you to design estate planning strategies that help you transfer this accumulated wealth to your family and loved ones, while minimizing tax consequences.

The continuance of legacy is equally as important as building it. We help families and businesses who wish to pass down a legacy to future generations through this sensitive estate planning process. For our business owner clients, whose largest single asset is often their business, we offer integrated business and estate planning services.

Working in close collaboration with your tax and legal teams, we help you create and maintain an estate plan that aims to protect and preserve your hard-earned wealth. Please watch the video below to learn more about how the dedicated estate planning and wealth transfer team at Adcock Financial Group can help you pass on a meaningful legacy.

Which Half Would You Like?

What We Offer: Estate Planning and Wealth Transfer Services

We provide creative solutions in the following areas:

  • Estate and wealth transfer planning
  • Gifting and wealth transfer strategies
  • Business continuation
  • Charitable giving strategies
  • Trust-owned life insurance
  • Personal Life Insurance Coverage
  • Key Person Coverage
  • Long Term Care Insurance
  • Disability Income Insurance
  • Life Settlements

The Importance of Independence and Underwriting

As an independent life insurance agency, we are able to leverage our relationships with numerous carriers during the insurance underwriting process. Each case is looked at individually through the underwriting process in order to obtain the best possible offer.


Request a review of your life insurance coverage.

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