Services

Confidential, highly customized and personal service

Succession Planning:

  • Legacy Planning
  • Impact of "Fair" vs. "Equal"
  • Heir/Non-Heir Transitions
  • Contingency Planning
  • Financial Security Analysis
  • Multigenerational Planning Strategies
  • Assessment of Family Governance and Business Structure

 

 

 

Estate Planning:
  • Estate Tax Reduction Techniques
  • Will and Trust Design Strategies
  • Life Insurance Review and Analysis
  • Family Gifting Strategies
  • Charitable Planning
  • Property/Land Ownership Alternatives

 

 

 

Additional Planning Services:
  • Investment Planning
  • Retirement Planning
  • *Exit Planning Strategies                                                         *exit planning provided by 3rd party resources