Business Insurance and Estate Planning

Proper business and estate planning is an important component of your financial plan, as it can help your loved ones avoid an expensive, time-consuming process after you pass away.

At The Gilbert Group, we apply decades of experience to help our clients navigate this complex process; through meticulous attention to detail, we make sure our clients’ assets are not lost to unnecessary income or estate taxes, and that their families receive the maximum benefits possible when wealth eventually is transferred.

We work closely with clients’ legal, tax and financial advisors. We patiently stand by their sides until they are comfortable with their defined goals, then provide a thorough analysis of strategic alternatives for wealth transfer, estate planning, and tax saving strategies.