David Jacobs coordinated with me, my mother, our CPA, and our attorney to design life insurance coverage to help fund our family’s multi-generation tax and estate plan. David’s legal background was of great value during our team’s planning discussions. Many years later, when tax laws changed and our need for some of the insurance lessened, he helped us liquidate coverage for far more than we paid in premiums. Real estate is my area of expertise and life insurance planning is his. David can be trusted to help you and your family, too.