Services
Legacy & succession planning
What impact do you want to make with your wealth and your business?
What it covers
How Strong Tower helps
Strong Tower Advisors provides insight into legacy and succession planning to help protect what you have worked hard to build, and works to align your wealth with your wishes now and in the future.
Wealth transfers call for careful review of personal wealth goals, tax considerations, and business and family dynamics. Illiquid business assets can make retirement, estate and succession goals more complex. Strong Tower Advisors uses wealth management and estate planning strategies, coordinated with your attorney and tax adviser, to help prepare for what lies ahead.
Strategy solutions
- Gifting strategies
- Life insurance
- Donor-advised funds
- Revocable living trusts
- Qualified domestic trusts
- Family limited partnerships
- Irrevocable trusts, including life insurance trusts, testamentary trusts, charitable trusts, grantor retained annuity trusts and dynasty trusts
Related education
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Need one-on-one guidance? Start with an introductory conversation at the Rockford office, by appointment only.
Important disclosures
Strong Tower Advisors does not provide legal or tax advice. Trusts and estate documents are prepared by an attorney; consult your attorney and tax adviser about your situation.
This page describes services in general terms and is not individualized investment, tax, legal or insurance advice. Services are subject to a written agreement and are not available in every state.
Prepared by Strong Tower Advisors for general retirement education. Rule-based content is linked to primary public sources where practical and is reviewed periodically because tax, retirement-plan, Social Security, healthcare and Medicare rules can change.
About Strong Tower Advisors · Editorial and sourcing standards · Last reviewed October 2026