We all share the desire to protect our business and personal assets in the event of death, disability and retirement. The Brown & Brown Financial Services team works with you and your advisors to develop plans that help provide family security and ongoing business continuity.
Continuity Planning - The Business Continuity SolutionSM
Brown & Brown acts as an advisor and coordinator to help manage your buy/sell agreements and life and disability coverages along with ensuring that the products you select are the ones that will best benefit your heirs and partners in the event of your death or disability.
Estate Planning - The Family Legacy PlanSM
You've worked hard to build your business and your lifestyle, and you want to be sure that your family will be taken care of when life-changing events occur. Proper planning will make sure that more of your estate will distributed to your heirs, and less will be consumed by taxes. Brown & Brown offers advice and services to coordinate wills, trusts, transfers of assets and all of your estate planning needs. Our services include charitable estate planning and other wealth transfer techniques.