Estate / Legacy Planning
BlueChip Advisors provides you with comprehensive assistance to plan your legacy. Working with your estate planning team (CPA, Attorney), we advise on the following:
Legal Documents - BlueChip Advisors can assist you with a recommendation of a qualified attorney for the preparation of the necessary legal documents including power of attorney, wills and trusts.
Liquidity Options – BlueChip Advisors will assist you in preparing the most efficient method for planning your estate. Our consulting services utilize methods that may include, but are not limited to: Second-to-Die life insurance, Irrevocable Life Insurance Trusts (ILIT) and Capital Asset Transfers.
Tax Efficiency – BlueChip Advisors considers current and future tax law and it’s effect on your estate.
Business Succession Planning – An element of our BluePrints for Tomorrow program addresses the planning and creating of a tax efficient plan to transfer your business interests to the next generation or new ownership. In most cases, the lack of planning for your business succession can be very costly.
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Investment advisory services offered through Discipline Advisors, Inc. a registered investment advisor and securities offered through Triad Advisors, Inc.
Member FINRA/SIPC