Estate Planning

Preparing for the uncertainties of life.

Today’s tax laws require that added attention be given to the area of estate planning in order to avoid unnecessary and excessive taxes. We have made it a priority at Morrissey Insurance to stay knowledgeable and capable of addressing these concerns for our clients. It is our job to find simple solutions for the most complex issues.

As your insurance broker, we will research, plan, implement and, most importantly, service the programs we provide. From strategy to implementation, we are always available to answer your questions and offer assistance in the selection of programs that will benefit you and your company.

Your success helps build our success. Together we can ensure a most beneficial outcome.