Centered in Chittenden County and serving the entire state of Vermont and other clients nationwide
Working with your agent, Corey Hevrin, Financial Services Representative affiliated with The Vermont Agency, he will explore strategies to help you transfer assets you’ve worked a lifetime building to heirs and not to the government. If you have a desire to be philanthropic, charitable giving could be considered within your estate plan.
Our goal is to help you increase your assets, reduce taxes, and assure that your estate is distributed as you want it to be.
Trusts can be used to help avoid probate or reduce estate and income taxes. They can also be used to transfer assets for the protection of your children, to avoid taxation of life insurance in your estate or to keep your assets intact while paying income to someone you designate. Our firm has access to trust services through various trust companies.
The use of trusts involves complex tax rules and regulations. Consider enlisting the counsel of an estate planning professional and qualified professional legal and tax advisors prior to implementing such sophisticated strategies. The cost and availability of life insurance will depend on factors such as age, health, and the type and amount of insurance purchased.
Trust services are offered independently of the National Life Group companies.
Business owners turn to our team for help in creating a financial strategy.
Business continuation establishes the orderly transfer of a business in the event of death, disability or retirement.
We implement and provide funding alternatives for business continuity planning strategies to help protect against death or disability. By providing business valuation services, tax-deferred funding vehicles for buy-sell agreements, and business succession planning strategies, we help our clients' businesses succeed.
I have been in business
for 14 years.
Call Me Today to Schedule an Appointment for Our Estate or Business Planning Services.
Selective Employee Benefits establishes programs to help business owners attract, reward, and retain key employees.
We specialize in non-qualified employee benefit programs. Our custom designed programs enable business owners the flexibility to elect the benefit package that will best help them meet their specific goals.