Protect Your Wealth & Preserve Your Legacy
Estate planning is about ensuring your assets are distributed according to your wishes while minimizing tax burdens and legal complications.
Why Estate Planning?
Many families lose significant portions of their wealth to estate taxes, probate fees, and legal costs when a plan isn’t in place.
Minimizes estate taxes and legal fees
Ensures seamless wealth transfer to beneficiaries
Protects assets from lawsuits or creditors
Establishes trusts for minor children or charitable giving
Essential Estate Planning Tools
Life Insurance Trusts
Protect assets from estate taxation
Buy-Sell Agreements
Business succession planning
Irrevocable Trusts
Ensures family inheritance security
Charitable Giving Strategies
Leave a lasting impact
At Archer Insurance Group, we are committed to helping individuals and families protect their financial futurethrough tailored insurance solutions. Our team works alongside your attorneys, CPAs, and financial advisors to ensure a strategy that aligns with your needs.