Estate Planning

Estate Planning

Far too often Estate Planning means nothing more than providing liquidity to pay potential estate taxes. In its true form, the art of Estate Planning encompasses far more than calculating a tax bill.

At Cavalier Associates we can help the estate planners and business attorneys identify insurance products that can be used not only in estate planning, but also in the rest of the client’s vision for the legacy they leave behind for their family and society as a whole.

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