We provide assistance in the following areas:
Financial Planning
- Financial Independence/Retirement Planning
- College Funding
- Survivor Planning
- Tax Reduction Strategies
- Efficient Frontier
- Monte Carlo simulation
- Social Security Benefits
- Traditional IRAs
- SEP IRAs
- SIMPLE IRAs
| - Defined Contribution Retirement Plans
- 401ks
- 403bs
- Profit Sharing Plans
- Money Purchase Plans
- New Comparability Plans
- ESOPs
- Defined Benefit Retirement Plans
- Non-Qualified Deferred Comp Plans
- Stretch IRA strategies
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Personal Risk Management
- Life Insurance
- Disability Income Insurance
| - Traditional Long Term Care Insurance
- Hybrid Life/Long Term Care Insurance
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Estate Planning
- Distribution Objectives
- Asset Flow at Death
- Wills and Trusts strategies
- Revocable Living Trusts
- Statutory POA
- Medical POA
- Directive to Physicians
- Credit Shelter Trusts
- Marital Trusts
- Basis Step-up
- Annual Exclusion Gifts
- Lifetime Gifts
- Gift Tax
| - Estate Tax
- Generation Skipping Transfer Tax
- IRD Taxation
- Irrevocable Life Insurance Trusts
- Spousal Lifetime Access Trusts
- Grantor Retained Annuity Trusts
- Business Acquisition Trusts
- Qualified Personal Residence Trusts
- Qualified Domestic Trusts
- Intentionally Defective Grantor Trusts
- Dynasty Trusts
- Family Limited Partnerships
- Zero Estate Tax Planning
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Charitable Planning
- Charitable Deductions
- Charitable Remainder Trusts
- Charitable Lead Trusts
| - Donor Advised Funds
- Charitable Gift Annuities
- Private Foundations
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Business Owner Planning
- Cross-Purchase Buy-Sell
- Entity Purchase Buy-Sell
- Wait and See Buy-Sell
- Third Party Buyout
- Sale to Intentionally Defective Grantor Trusts
- Self-Cancelling Installment Notes
- Recapitalization
- Asset Valuation
| - Section 6166
- Stock Redemption
- Children in Business
- Qualified Subchapter S Trusts
- Electing Small Business Trusts
- Highly Compensated Employees
- Key Employees
- Employee Benefits
- Retirement Plans
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