Estate Planning

The Bottoms Group has decades of experience assisting business owners and high net worth families in the customized design, funding, and implementation of estate plans geared to their specific wealth retention and transfer objectives.

Our aim is to develop long-term relationships with each client so we can serve their needs as they change over the years due to new business and economic circumstances, the effects of tax law changes, or changes in a family or business ownership structure. We strive to educate our clients to the ever-changing face of the insurance industry so they will be knowledgeable, sophisticated insurance consumers, able to make decisions based on the appropriate criteria for their situation.