Estate Planning Process

Protect What Your Have

  • Make sure legal documents are prepared such as a will, power of attorney, living will and health care proxy
  • Properly structure coverage on physical assets like home, car, expensive items, and provide enough liability protection in the case of accidents
  • Make sure there are enough assets and or insurance to protect our clients and their families in the event of premature death or disability
  • Protect against identity theft
  • Health care coverage

Plan to Have Enough

  • Help clients plan for key goals like retirement, a house, or college for their children
  • Hedge against volatile markets so that there are funds available when you need them
  • Guarantee income beyond what social security offers to make retirement more predictable
  • Hedge against the skyrocketing cost of long-term care that can destroy many retirement plans and legacies to your family

Transfer to Those You Love

  • Assist clients in maximizing assets to their heirs
  • Reduce estate & gift taxes
  • Create legacies with your family and institutions

Contact Us

Better yet, see us in person!

We love our customers, so feel free to visit during normal business hours.

FBO Strategies LLC

1700 Bedford street, suite 203, Stamford, CT 06902, us

(203) 564-9984


Monday - Friday: 9am - 5pm

Saturday: By appointment

Sunday: Closed

Drop us a line!