Estate Planning

Due to the increasingly complex nature of estate planning, 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 planning so common in our area.

Traditionally, estate planning dealt with the disposition of a person's assets at the time of death. Today, estate planning 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 Planning Services For Individuals

• Tax Planning
• CharitablePlanning
• Financial Planning
• Money Modeling Services
• Advanced Insurance Strategies and Products
• Annuities - Fixed, Variable 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 agricultural insurance needs.  Lutgert Insurance employs over 85 employees. Their corporate headquarters is located in Naples, with offices in Ave Maria, Fort Myers, Marco Island and Sarasota.