With more than 40 years of experience in insurance and financial services, James K. Boyles helps families understand how estate planning protects what they've worked a lifetime to build. He is the author of two consumer guides on estate planning and serves as an expert reviewer for Legacy Assurance Plan's library of estate planning articles.
James holds the Chartered Life Underwriter (CLU) and Certified Fund Specialist (CFS) designations and maintains a Florida 2-15 Life, Health, and Variable Annuity license. He completes 50 hours of continuing education every two years, including required ethics coursework across all designations and licenses.
Helping families protect assets, plan for incapacity, and ensure their wishes are carried out through trusts, wills, and powers of attorney.
Strategies for shielding family wealth from long-term care costs, Medicaid spend-down, and estate recovery — including Medicaid Asset Protection Trusts.
Coordinating life insurance, annuities, and asset diversification strategies to build cohesive retirement and estate plans.
Lessons from 42 Years of Helping Families Protect What Matters
Drawing on four decades of experience, this guide walks families through the essential estate planning decisions that protect their legacy.
View on Amazon All BooksCourses verified through the Florida Department of Financial Services. All designations and licenses require ethics coursework.