Estate Planning
Estate Planning
Safeguard what you've spent a lifetime building
An individual can spend a lifetime working to build a financial foundation that will serve them and their family in the future. InGame Enterprise professionals with work hand-in-hand with you to identify gaps in planning that risk-eroding assets and leverage strategic planning to fill the voids. We're committed to helping individuals build a secure financial foundation for the future that will serve them and their families for generations.
Estate planning is a comprehensive and strategic process involving the counsel of experienced professional advisors who are familiar with your goals, concerns, assets, and ownership structures. It can often involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker, and broker.
Our team will design a variety of scenarios that will meet your overall goals and objectives in the transfer of wealth to future generations. We provide these blueprints to clients at no cost. Clients can take these ideas to their personal estate planning attorney or work with InGame Enterprise attorneys for implementation. For high net worth individuals estate tax is a concern. Our team offers products and solutions to help mitigate the tax burden upon one's passing. Our team can help in the following areas:
- Last will and testament
- Living will
- Power of attorney
- Trusts
- Charitable giving
- Life insurance
Expert Team
Our team is made up of certified public accountants, certified tax planners, and financial advisors.
Multidisciplinary Approach
We collaborate with clients to fully understand their financial planning needs from all angles, including business, tax, investment, estate, and philanthropic planning.
Experience Matters
38+ years in business.
400+ years of combined experience.
That's leadership you can trust.
Success doesn't happen by accident. It takes a team that understands your goals and visions, and works in collaboration to help bring them to life.
Peter Holtz
Founder & CEO

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