Providing Premium Insurance & Financial Advisory Services since 2008

Estate Planning

The decisions you make today will impact the future of your beneficiaries. Let’s put a plan in place to protect your interests

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Create a comprehensive estate plan that protects your assets, caters to your loved ones, and ensures your legacy is left intact

A Model of a House Sits on Top of Blueprints.

It’s a common misconception that estate planning is reserved for the ultra-wealthy, however, nothing could be farther from the truth. Everyone would benefit from putting a plan in place that protects their interests and that of their loved ones. 

An estate plan lets you make important decisions today when you’re at your prime, so that no matter what happens down the line, you’re covered. Do you want to leave a legacy for your beneficiaries? Choose who gets your assets? Protect your business? Reduce your loved ones’ tax burdens? This is the best time to do so. 

Without a legally viable plan, your assets may be left to the mercy of state laws, and their priorities may not align with your wishes or the needs of your loved ones. 

Semel Risk Consultants offers you the opportunity to build a personalized plan that’s in compliance with laws and regulations. Our specialists will work with you to evaluate your goals, provide guidance where needed, and offer you decades of experience as you secure your future.


Our services include

Trust creation

Set up trusts that protect the interests of your beneficiaries and maximize their inheritance

Beneficiary designation:

Decide who gets your insurance policies, retirement accounts, and assets

Power of attorney

Appoint a trusted partner to make legal and financial decisions when you’re longer able to

Business succession:

Put a succession plan in place to make sure your company remains operational in your absence

Estate tax planning:

Take steps now to minimize how much taxes is levied on your estate

Charitable donations:

Do you have any charities close to your heart? Make a plan to donate to them in perpetuity

Ready to get started? Schedule a one-on-one consultation with one of our estate planning specialists. If you have any questions or doubts, this meeting offers you an opportunity to get clarification and answers to your queries.

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