Worth Advisors Insurance
Worth Advisors Insurance is a division of the Worth Advisors that helps select individuals protect and preserve their net worth for their families, businesses, and charities.
We help selected individuals protect and preserve their net worth for their families, businesses, and charities. Client objectives drive the design of plans that minimize estate taxes and transfer wealth to future generations and designated charities. We work closely with our clients’ financial advisors and legal counselors to assure continuity. Above all, we solve the problems of wealth transfer with the utmost respect for our clients’ time, experience, and privacy.
Have you planned for your company’s future after you’re gone? Business succession planning is proving to be one of the most neglected areas facing business owners. Some studies have shown that only 26% of business owners have a written continuation plan. Of owners over age 60, only half have put their plans in writing.