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subject: Casper P. Connolly Helping Clients Protect Wealth With Affordable Estate Planning Services [print this page]


For modern business owners, its imperative to have a plan of succession for their company. However, a recent study by the business specialists at PriceWaterhouseCoopers found that only 22% of small businesses have any sort of success planning strategy in place for the time when they are no longer able to fulfill their duties at the helm of the company. For those that are looking to resolve future business problems before they occur and make a proactive choice about securing their financial future, Casper P. Connolly & Associates offers high net worth individuals across the country access to high quality comprehensive estate planning services.

Casper P. Connolly & Associates is one of Americas leading specialists when it comes to offering comprehensive flexible structured estate trusts for individuals with high value assets to protect. One of the main advantages to working directly with the team at Casper P. Connolly & Associates is the fact that they have over 36 years of industry experience as their foundation, and this means that their in-house counsel have a unique understanding concerning the nuances of American financial regulations.

Another reason that many thousands of Americans have chosen Casper P. Connolly & Associates over their years in the industry is that the company shows an unending commitment to each of their clients. This is highlighted by the companys policy of offering each and every client a free 20-minute phone consultation in order to discuss their unique estate planning needs with one of the companys services experts.

For those that have already worked with another estate planning services company, through which theyve created an estate plan for their future, Casper P. Connolly & Associates offers their services for a second-opinion on the documents created. In the time the organization has been in business, theyve analyzed well over 1000 estate planning trusts and related documents and found that a large portion of those documents, as many as 95%, either contain detrimental, or lack available beneficial, features each of which could work against the holder of the trust in future legal cases.

A key problem that the organization has found with the estate trusts that theyve reviewed is that often these trusts failed to include all of the important protective features available to individuals under current American law. The reason for this is that these documents are often created off the internet or by local general practitioners who lack both the experience and the industry understanding to build a solidly structured estate plan. For clients who have been placed in this situation, the team at Casper P. Connolly can help. They will review each area of the clients existing estate plan and detail the areas in which they find flaws or which need improvements. The companys in-house estate planning strategists will then make recommendations to the client about how to reform their estate plan so that they can optimize it to better suit their individual circumstances while taking into consideration factors such as family, business and personal components. The final result of using these estate planning services will be a solution that ensures the clients wealth is preserved for their long-term future.

To make sure your future wealth remains with you and your family, contact the team at Casper P. Connolly today for your free phone consultation. It could be the most high value call you ever make.

by: Seo5 Consulting




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