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1436 Lancaster Avenue, Berwyn, PA 19312 610-527-1881

Insurance Office

2

14 E Highland Ave, Philadelphia, PA 19118 215-242-8200

Insurance Office

3

1230 Walnut St. 2nd Floor, Philadelphia, PA 19107 215-629-5706

Insurance Office Wealth Office

Find Locations 610-525-1700
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Financial & Estate Planning

Protect Your Legacy

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Financial & Estate Planning

Financial security is crucial, and we assist clients with the planning necessary to make sure you have what you need.

This may involve discussing income replacement and estate preservation funding mechanisms, as well as the merits of various life, disability, and long-term care insurance products.

Benefits to incorporating life insurance in your overall wealth management planning strategy may include:

  • Increased diversification in overall asset allocation
  • Liquidity in the event of an unexpected death
  • Having proceeds pass directly to heirs outside of the estate
  • Potential tax benefits
  • Greater certainty about the value of assets to be passed on to heirs

For those in business, our services include an analysis of business ownership transfer mechanisms and non-qualified deferred compensation arrangements. The right strategy can support a business owner’s succession plan by providing liquidity and continuity for the business.

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BMT Insurance Advisor today!

Latest Insights

As the world works to understand and respond to the COVID-19 pandemic, staying informed is one of the top things a business can do to understand how it might be impacted (or protected). While the situation remains fluid, and we know that every business’s situation is unique, we wanted to share some information on questions we’ve been getting asked a lot lately.

We asked our personal and commercial insurance advisors to share their expertise with us to cut through the varied messages media outlets are sending so you can better understand how (or even if) COVID-19 could impact you.

Once you hire a nanny, or other type of in-home caregiver, you become that person’s employer. As a household employer, there are several human resources-related aspects to manage, and you will need to protect yourself from all the liabilities and risks.