The Trust and Estate Attorney


As your clients legal counsel, you play a vital role in protecting and transferring their wealth to future generations.

At Wealth and Legacy Group, we understand life insurance is a piece of your clients overall wealth.  Over the years, we have found attorneys to be well versed in the benefits of life insurance as part of the overall business succession and estate plan.  However, we have recognized that while understanding the benefits of a product is important, we also found many of them did not understand how the life insurance policy truly functions.  This is where our firm becomes an invaluable resource because we don’t only help your clients acquire the best product on the market for their specific situation but we also stress test the policies prior to implementation along with providing Policy Checkup’s in future years.

As it pertains to collaboration, we truly mean creating something of greater value than one can accomplish on their own.  Whether that means a brainstorming conversation on the phone, a strategy meeting via webinar or at your office (with or without your client), WLG providing an article to help educate your client or prospect or anywhere in between, our sole intention is to provide value to you to enhance the value you provide to your clients.

With over a decade of experience, we are well versed in collaborating with trust and estate attorneys who serve HNW and UHNW clientele.  Some of the most prominent boutique, mid-size and larger law firms from around the nation utilize our firm as a “think tank” when it pertains to the utilization of advanced life insurance solutions, especially in connection with their client’s estate and business succession planning needs.

Below is an overview of how we can provide value to you and the client’s you serve:

*WLG does not provide tax, legal, investment or property and casualty advice

Relevant Articles

  • A Tax Efficient Wealth Transfer – Life Insurance Using Pretax Funds – Click Here
  • Tax Stringer Article – What CPAs Need to Know About Captive Insurance Companies – Click Here
  • Life Insurance – Illustrated Promises and Unmet Expectations – Click Here

 

To explore the mutual benefits of a strategic partnership with our firm, please contact Danielle Reyes, Partner and Chief Relationship Officer at 646.402.6300 Ext. 302 or email danielle@WLGPrivateClient.com