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Estate Transfer Strategies

Due to the increasingly complex nature of estate transfer strategies, Lutgert Insurance works with several highly respected insurance carriers that offer quality consultation in a broad range of financial and legal disciplines. By accessing these resources, Lutgert Insurance supplements its experienced core of agents and advisors with a wide variety of nationally known specialists. This “access concept” is ideally suited to the varied needs of our clients and does not subscribe to the “cookie cutter” approach to estate and financial strategies so common in our area.

Traditionally, estate transfer strategy dealt with the disposition of a person’s assets at the time of death. Today, estate transfer strategy includes a variety of financial services designed to minimize tax consequences and to maximize the ultimate returns to the client’s estate and his or her heirs.

Lutgert Insurance’s Estate Strategy Services For Individuals

  • Tax Planning
  • Charitable Planning
  • Financial Strategies
  • Money Modeling Services
  • Advanced Insurance Strategies and Products
  • Annuities – Fixed, and Equity Indexed
  • Asset Protection, Offshore Trusts
  • Advanced Planning Concepts

Lutgert Insurance is committed to providing professionalism and the finest customer service for any and all insurance needs. Our corporation employs over 85 people with the corporate headquarters in Naples and offices in Ave Maria, Fort Myers, Marco Island, Sarasota and Tampa.

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