Additional Services

We use the strategies listed below in conjunction with your legal advisor to advance the stated goals.

Optimizing Wealth

- Charitable Lead Trusts
- Charitable Remainder Trusts
- Generation Skipping Trusts
- Private Foundations
- Family Foundations
- Grantor Retained Annuity Trusts

Wealth Protection

- Long-term care insurance
- Disability Protection
- Irrevocable Life Insurance Trusts
- Spousal Lifetime Access Trusts
- Gifting and Education Trusts

Wealth Transfer

- Fully funded Revocable Living Trusts
- Private Foundations
- Family Limited Partnerships and LLCs
- Grantor Trusts
- Grantor-Retained Annuity and Unitrusts

Business Succession and Protection

- Family LLCs
- Family Limited Partnerships
- Recapitalization
- Discounting
- Self Cancelling Installment Notes
- Private Annuity

Asset Protection

- Domestic Asset Protection Trusts
- Completed Gift Asset Protection Trusts
- Beneficiary Defective Inheritors Trusts
- Grantor Trusts
- Investment Management
- Hybrid Domestic Asset Protection Trusts

Disability Insurance

- Individual or corporate policies for income replacement for total disability
- Optional catastrophic benefit
- Rehabilitation services
- Work incentive benefit period
- Residual benefit
- Recovery benefit
- Lifetime continuation benefit conversion to nursing home and home care coverage

Life Insurance

- May help to provide financial security for spouse and family
- Supplemental executive retirement planning
- Estate taxes/liquidity needs
- Estate equalization/bequests
- Charitable bequests
- Business buy-out
- Key-man
- Premium financing
- Buy/sell
- Corporate owned life insurance
- Bank owned life insurance
- Split dollar funding
- Education funding
- Planning for personal needs
- Retirement income
- Wealth replacement

Long-Term Care Insurance

- Individual or corporate policies transportable domestically or internationally for individuals spouses, and family members
- LTC plans for small businesses




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