Estate Planning Solutions

At Launch Point Wealth Management

I understand that planning for the future involves more than just accumulating wealth — it's also about protecting and preserving your assets for future generations. I am here to help you navigate the complexities of estate planning and create a comprehensive plan that reflects your wishes and values.

Explore the estate planning services below:

Wealth Transfer

Wealth transfer planning ensures your assets are passed on according to your wishes while minimizing tax burdens for your heirs.

Let’s create a plan that ensures your assets go exactly where you want them.

Business Continuation Planning

Business continuation planning ensures your business thrives through retirement, disability, or death. I’ll help you create a strategy—whether it’s a buy-sell agreement or key person insurance—that preserves your business and legacy for the future.


Take the first step in protecting your business and legacy—get started now

Irrevocable Life Insurance Trust

An Irrevocable Life Insurance Trust (ILIT) helps provide for your loved ones and cover estate expenses. I’ll guide you through setting up and managing your ILIT to maximize its benefits for your beneficiaries.

Protect your legacy—let’s set up your ILIT today.

Schedule a Consultation

Ready to take control of your estate planning?

Contact me today to schedule a consultation and learn more about how Launch Point Wealth Management may be able to help you protect you protect and preserve your wealth for future generations.

Launch Point Wealth Management does not offer legal advice. Please contact a legal professional.

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