Protecting Families. Preserving Legacies.
Your Plan.
Your Legacy.
Your Peace of Mind.
Preserve your legacy with thoughtful estate planning designed to secure your family’s financial future.
Take control of what matters most — your legacy.
The Power of
Planning Ahead
Creating an estate plan isn’t something most of us want to think about — but planning ahead provides lasting peace of mind for you and your loved ones.
Without a plan, your assets may fall into the wrong hands or become subject to unnecessary taxes and legal complications. With Upstar, you can take control, ensure your wishes are honored, and protect your family’s financial future.
Estate planning can feel complex — but you don’t have to navigate it alone.
Our team of professionals helps simplify the process, ensuring every detail reflects
your values and vision.
We’ll work with you to:
Clarify your goals and priorities
Protect assets and minimize taxes
Create a plan that honors your wishes and benefits future generations
Comprehensive Estate Planning Services
Trust and Will
Secure the foundation of your legacy.
ILIT (Irrevocable Life Insurance Trust)
Protect life insurance proceeds from estate taxes.
IDGT (Intentionally Defective Grantor Trust)
Transfer wealth efficiently to beneficiaries.
Gift Tax & Estate Tax Strategy
Minimize tax impact and preserve value.
Life Insurance
Strengthen your estate plan with lasting protection.
Your Legacy Starts Here
Your estate is more than assets — it’s your legacy, your love, and your life’s work.
Let’s make sure it continues to protect those you care about most.
Don’t wait until it’s too late.
Begin your estate planning process today.
