WordPress

Wealth Preservation Concepts, LLC provides estate and tax plan design services, working collaboratively with clients and their professional advisers to develop integrated strategies. The firm brings together family concerns, asset protection, business succession, control, tax planning, liquidity needs, and philanthropic goals. Its design process draws on information about a client’s lifestyle, objectives, and needs to prepare a comprehensive report outlining potential estate, business succession, and family succession planning opportunities and their possible effects over time.

The firm also offers back-office support to financial advisers, CPAs, attorneys, and other professionals. Services include help with marketing and presentations, reviewing documents and existing plans, drafting advanced planning documents, and analyzing personal and business cash flows. For implementation, Wealth Preservation Concepts works with clients and their advisers to provide education, establish accountability schedules, and offer ongoing coaching.

Life insurance design is another area of focus. The firm assists families and advisers with planning, implementing, and monitoring insurance portfolios, including reviewing existing policies and considering their potential role in multigenerational wealth and business planning.