Estate & Business Planning Services

AWANE continues to provide best-in-class solutions, services, and support for any and all insurance needs of our members.

AWANE is proud to endorse Thomas Brady & Associates to strengthen our current insurance services with one of the most respected and successful independent insurance firms in the United States. Thomas Brady & Associates, has built a business around their passion for creating and protecting the value of people’s most precious assets: family, their businesses, relationships, lifestyle, and their legacy. For some of our members, this may be family security, estate planning, charitable planning or retirement strategies. For others, it could be business sustainability, long-term care or executive benefits.

About Thomas Brady & Associates

Thomas Brady & Associates has over 45 years of experience specializing in estate planning and business planning for successful individuals, families, and business owners. Their team is made up of some of the most talented and experienced advisors with backgrounds in insurance and estate planning, non-qualified executive benefit planning, tax and business law, and in providing innovative and customized strategies and solutions.

 

AWANE is proud to have built a relationship with an organization whose values and principles of growth parallel our own. Together we create a winning team to protect your interests and work.

 

Thomas Brady & Associates specializes in all areas of:

  • Estate planning
  • Business planning
  • Insurance review and placement

 

While they do not manage assets, draft documents, or do any tax and audit work, they do collaborate with a client’s professionals in these areas to assure that they are implementing the best possible plan for their family or business.

The Brady team has experts with extensive knowledge in taxes, advanced marketing concepts, actuarial, underwriting advocacy, and insurance products and placement, and it works very closely with many families on their estate planning needs.

There is no flat or hourly fee to work with the Brady team.

Thomas Brady & Associates services individuals, families and business owners and takes great pride in cultivating life long relationships. There is no client too big or too small; a client’s needs are of paramount importance.

Few firms can offer the high level of personal service, depth of expertise, and specialized knowledge in the areas of individual, business, and estate planning that Thomas Brady & Associates is known for.

With offices in Boston, New York, and San Francisco, along with a vast network of strategic partners and resources around the country, Thomas Brady & Associates can provide custom strategies and solutions for all of your wealth preservation needs.

The Brady Way

The Brady Way is rooted in a deep desire to create positive experiences and outcomes for everyone they work with. It’s a shared value system that is held in high regard by everyone who is associated with Thomas Brady & Associates.

Knowing and caring for people, loyalty, integrity, professionalism, teamwork, humility, strong work ethic, family, friendships, and helping others are all hallmarks of The Brady Way.

While their expertise lies in the areas of wealth preservation, insurance and estate planning, they are truly in the relationship business. Their approach mirrors that of AWANE; the strong desire to protect your life’s work and assets.

Estate and Business Planning Solutions

You have invested a great deal of time, energy and resources into your life’s work to create significant wealth, both tangible and intangible.

The Brady team’s great strength is in its ability to provide custom strategies and solutions through superior personal service, integrity, and unmatched expertise. AWANE members can now enjoy the benefits of having a multi-disciplined, senior team of advisors with backgrounds in the areas of insurance, law, accounting, and wealth management. This depth of experience and knowledge provides a highly collaborative platform that can become an effective addition to your existing advisory team.

As a solutions-oriented company, Thomas Brady & Associates has a very simple philosophy: Understand what people are looking to accomplish and develop a plan to meet their unique objectives. Once that plan of action is established, they work with your group of professionals to implement each step of the proposed strategy.

Estate Planning

  • Income Protection
  • Irrevocable Life Insurance Trusts
  • Leveraged Credit Shelter Trusts
  • Grantor Retained Annuity Trusts
  • Annuity/IRA Conservation
  • Split Dollar Life Insurance
  • Family Limited Partnerships
  • Qualified Personal Residence Trusts
  • Asset Protection Strategies
  • Private Financing Arrangements
  • Long-Term Care Insurance
  • Charitable Planning

Business Planning

  • Buy-Sell Arrangements
  • Key Person Planning
  • Split Dollar Life Insurance
  • Non-Qualified Deferred Comp
  • Long-Term Care Insurance
  • Disability Income Protection
  • Spousal Lifetime Access Trusts
  • Supplemental Executive
  • Retirement Plans
  • Executive Bonus Plans
  • DBO Plans

Insurance Review & Placement

  • Independence – Access to Multiple Insurance Carriers
  • Comprehensive Policy Reviews
  • Trust-Owned Life Insurance Review
  • Underwriting Advocacy
  • Vital Signs and Carrier Solvency Analysis
  • Insurance Implementation
  • Life Settlements

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From one of our dedicated customer service representatives