Estate & Legacy Planning
Coordinate your insurance and beneficiary strategy to help protect what you’ve built for the people you love.
Passing on more than an inheritance
Life insurance and annuities can play a powerful role in an estate plan — providing liquidity, covering estate taxes, and ensuring your wishes are carried out.
We work alongside your attorney and financial advisor to make sure your insurance strategy supports your broader estate and legacy goals.
Beneficiary Review
Make sure your policies’ beneficiary designations reflect your current wishes.
Estate Liquidity
Life insurance proceeds that can help cover taxes and expenses without forcing a sale of assets.
Legacy Gifting
Strategies for passing on a meaningful legacy to children, grandchildren, or causes you care about.
Ready to talk about your options?
Contact John L. Coppeto today to find the right insurance policy for you and your loved ones.