Estate & Trust Planning To protect your assets and preserve your objectives, you need an estate planning team that is dynamic and knowledgeable. At Exeter Financial we team up with some of the premier estate tax planners in the business. You can rest assured; your legacy will be secured for generations to come. Sample of Estate Planning Tools - Irrevocable life insurance trusts - Qualified personal residence trusts - Qualified terminable interest property trusts - Family partnerships and limited liability companies - Charitable trusts - Life insurance - Leveraged life insurance - Concentrated stock strategies