We help our clients make the right choices in beneficiary designations and the titling of assets
Never make a poor judgment on the need to plan your estates well in advance. Things may not be (and often they are not) the way you liked if your State gets to dictate the distribution of your assets, when you no more can have a say on who gets what. You will also need to know the estate and gift tax consequences that will affect your life insurance.
At Micheletti Insurance Services, we have the expertise and experience to assist our clients in making careful decisions on their estate planning. We help our clients make the right choices in beneficiary designations and the titling of assets. We understand the consequences of your estate planning decisions on your life insurance, and the consequences of any future changes in the law affecting your estate plans.
Make sure that your properties go to your loved ones after your life, just the way you want them to. Give them what you like them to have, while ensuring that your hard-earned assets are always protected as well.