Specialized Services

Insurance Planning

In life, you can rely on things happening beyond our control. Insurance planning helps you prepare for the unexpected. We will review your auto, homeowners’ and umbrella liability coverage* to help make sure you’re adequately insured. And we will assist with your life insurance liquidity. Should you self-insure or enroll in a Medicare prescription drug plan? We will help you decide.

Our comprehensive insurance planning will help make sure your insurance coverage is in place–well before you need it.

* These services are not affiliated with Raymond James.

Long-Term Planning

Making decisions regarding long-term care is a big responsibility. You may have assets and income you want to protect, and you want to avoid burdening your family with extensive caregiving responsibilities. You may want to receive high-quality care, not depend on government programs, and you may want to be able to choose where you receive care.

We help our clients and their families analyze long-term care options. We help our clients, knowing their long-term care decisions are assisted by our experienced team, and that the decisions they make in advance may reduce the burden on their families in the future.

These policies have exclusions and/or limitations. The cost and availability of Long-Term Care insurance depends on factors such as age, health, and the type and amount of insurance purchased. As with most financial decisions, there are expenses associated with the purchase of Long-Term Care insurance. Guarantees are based on the claims-paying ability of the insurance company.

Philanthropic Planning

Financial planning goes beyond caring for your loved ones. It extends into your community and your causes. Uhler Vertich White Advisors develops an efficient and effective strategy to support the organizations that reflect your belief system at the time you choose. Prudent philanthropic planning assists in insulating your estate from unnecessary government taxes. We can help ensure that your giving reaches out to the organizations you care about most and leaves the greatest, lasting impact.

Trust Planning

An effective trust plan seamlessly manages your affairs in case of incapacity. We can help preserve your worth and ensure it is there for your surviving spouse and heirs. We also focus on reducing the size of your estate that is subject to probate, maximizing proceeds for the people and causes you cherish. Trust planning supports those who lack the capability or tenacity to manage their own affairs. If your surviving spouse needs assistance, we will help with making executive financial decisions such as buying or leasing an automobile. Trust planning helps reduce uncertainty, and makes financial planning easier overall.