o u r STRATEGIES

We specialize in wealth management strategies that control and protect people's wealth and transfer it from one generation onto the next.

LIVING BENEFITS:

  • Executive Benefits
  • Tax-Free Retirement
  • Savings
  • College Funding
  • Long Term Care
  • Tax Deferred Retirement

CHARITABLE GIVING
FINANCING PREMIUMS:

  • Private Financing
  • Installment Sales
  • Dual Loans
  • Private Split Dollar

WEALTH TRANSFER

  • Funding Estate Taxes
  • Gifting
    • Basic Gifting
    • Credit Shelter Trust
    • Dynasty Trust
    • Spousal Access Trust
  • Maximizing Transfers
    • Annity Maximiation
    • Income Maximization
    • SSI Maximization

FINANCING PREMIUMS

  • Private Financing
  • Installment Sales
  • Dual Loans
  • Privaate Split Dollar

BUSINESS PLANNING

  • Executive Benefits
  • Key Person
  • Buy—Sell Agreements
  • Corporate Split Dollar
  • SERP's
  • Multi-Owner Buy-Out Plans
  • Golden Handcuffs