Estate Planning & Wealth Transfer

Along with our clients’ legal and financial advisors, Framework provides comprehensive planning advice and funding techniques to help our clients accomplish their estate planning goals, including:

  • Creation, development and implementation of their philosophical plan for transfer of their wealth, whether to future generations, their foundation, or other charitable causes.
  • Avoiding probate.
  • Asset protection from lawsuits, divorce, and judgments.
  • Maximum wealth transfer between generations as deemed appropriate.
  • Minimization of tax consequences associated with gift and estate taxes through the recommendation (where appropriate) of:
  1. Annual Gifting and Life-time gifting techniques.
  2. Living Trusts and pour-over wills.
  3. Irrevocable Life Insurance Trusts.
  4. Q-TIP Trusts.
  5. Grantor or Charitable Trusts.

With our team’s experience and sensitivity to our clients’ personal goals and objectives, we help our clients understand the legal and financial Estate Planning roadmap, and take the mystery out of the process.

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All rights reserved Framework Insurance & Financial Solutions, LLC.
Framework Insurance & Financial Solutions, LLC and/or its agents are presently licensed to sell traditional life insurance in the following states:AK, AZ, CA, CO, CT, DE, FL, GA, IL, IN, MA, MD, MI, MN, MS, NC, NJ, NM, NV, NY, OR, PA, RI, SC, TN, TX, UT, VA, WAVariable life and annuity products, as well as other securities products, may be sold in the following states:AZ, CA, CO, CT, DE, FL, MA, MS, NC, IL, NJ, MI, NM, NV, NY, OR, RI, SC, UT, VA, WA
Some of the professionals on this site are registered representatives of, and offer securities through The Leaders Group, Inc., a Registered Broker/Dealer, Member FINRA/SIPC 26, W. Dry Creek Circle, Suite 800, Littleton, CO 80120 | (303) 797-9080.  Framework Insurance & Financial Solutions, LLC is not affiliated with The Leaders Group, Inc.  Check the background of this Firm and/or investment professional on FINRA’s BrokerCheck.This material is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor.