Estate Planning
Comprehensive Plans for Pilots
The mother of all document factories
With local, city, state, and federal taxing authorities clamoring for the financial carcass of our dearly beloved who have passed, understanding the multitude of trust strategies and tax implications requires a specialist. We can assist you with the basics of estate planning, but at certain levels of net worth, the project belongs to those we recommend. We will assist you in finding appropriate experts in your state of residence.
Tailored Solutions
Our comprehensive estate planning services are designed to help you protect your assets, provide for your loved ones, and ensure your wishes are carried out after you're gone.
What makes us different
Your financial dispatchers
We understand the unique challenges and opportunities faced by professional pilots, from the mandatory cutoff age of 65 to the stress of the job in the cockpit itself. We will create a financial plan and invest your portfolio for a smooth landing, so that you can focus on doing the job safely for those depending on you.
If you would like to speak with a member of our team, please request a call by submitting the form or, request a free financial consultation here.