Estate, Business, and Tax Planning Resources
Planning Knowledge That Builds Confidence
At PH Robb, we believe informed planning is the foundation of effective wealth preservation. Our approach integrates customized insurance solutions with key principles in estate, business, and tax planning—ensuring that every strategy is rooted in clarity and purpose.
Estate Planning
Estate planning is the process of organizing assets, creating wills and trusts, and preparing for the seamless transfer of wealth. It also includes powers of attorney and other legal tools to protect your wishes and provide financial security for future generations. Our team works closely with legal advisors to structure insurance solutions that enhance liquidity and minimize estate tax exposure.
Business Planning
Successful business planning includes setting clear goals, managing risk, and preparing for both growth and succession. Whether funding a buy-sell agreement or protecting key personnel, PH Robb supports owners with customized solutions aligned with long-term sustainability. We help integrate insurance into broader business strategies to preserve enterprise value and ensure continuity.
Income Tax Planning
Income tax planning helps minimize liabilities while remaining compliant with evolving regulations. Through deductions, credits, and strategic timing, individuals and business owners can increase efficiency and protect cash flow. Insurance plays a key role in tax mitigation, and we help structure plans that support broader financial goals.
Customized Insurance Solutions
We design customized financial products tailored to the needs of families, businesses, and trusts. These solutions offer flexibility in structure, premium design, and optional benefits—delivering security and confidence over time.
Built on Clarity and Intentionality
These foundational concepts reflect the principles behind every plan we create. PH Robb combines insight and structure to guide clients toward secure, lasting outcomes.