Exclusive Offer — Estate & Family
One review of how the plan actually fits together.
Estate documents, investments, insurance and tax planning are often handled separately. This program looks at them together so the family's long-term decisions are consistent.
Choose Your Strategy
Choose a focused Core Strategy or a broader Expanded Strategy. One professional starts the conversation and coordinates warm introductions from there.
Core Strategy: A focused group of professionals most directly involved in your immediate goal.
Expanded Strategy: The Core Strategy plus additional professionals who provide a broader perspective.
Core Strategy
Begin with the family’s financial goals and assets, evaluate relevant tax considerations, and coordinate the estate-planning structure around those goals.
Your Strategy Team
Michael HartzmanFirst ContactFinancial PlanningThis professional starts the conversation and coordinates the next introductions.
Joshua Kreitzman, CPATax & Accounting
Colleen M. Terry, Esq.Estate PlanningTypical Introduction Flow
Expanded Strategy
Add life insurance and benefits perspectives for a broader family legacy review.
Your Strategy Team
Michael HartzmanFirst ContactFinancial PlanningThis professional starts the conversation and coordinates the next introductions.Joshua Kreitzman, CPATax & AccountingColleen M. Terry, Esq.Estate Planning
Stewart AbelowLife Insurance & BenefitsTypical Introduction Flow
One Conversation at a Time
You won’t receive calls from the entire team at once. Your designated First Contact starts the conversation and coordinates introductions as the other professionals become relevant.
Who This Is For
Families looking to coordinate estate planning, financial planning, insurance, tax considerations, and long-term wealth decisions.
Not every client will need every participating professional. You decide which perspectives are relevant to your situation.
How Your Team Works Together
A typical introduction sequence may look like this.
First Contact
Financial Planning
Introduction 2
Tax & Accounting
Introduction 3
Estate Planning
Depending on your situation, some professionals may become involved earlier or work simultaneously.
Looking for Something More Specific?
Already know what type of help you need? Select the LIBA professionals you’d like to hear from.
Additional Specialists are never included automatically. Select them here only when relevant to your situation.
Participating LIBA members are independent professionals and businesses. No referral compensation is exchanged between participating members. Clients remain free to choose any professional or service provider and are not required to use every participating service.