To solve any challenges or concerns identified after analyzing your current situation and objectives, we offer strategies in the following areas:
- Power of Attorney
- Wills/2 Wills
- Spouse/Family Trusts
- Testamentary Trusts
- Bypassing Probate
- Equivalence of Inheritance
- Estate Maximization
- Join 2nd to Die
- Passing Assets to Next Generation
- Tax Efficient
- Insured Retirement Plan
- Investing
- Cash Values Inside Permanent Insurance Plans
- Income
- Income Splitting
- Capital Gains in the Hands of Minor
- Essential Life Data
- Segregated Fund Death Benefit
- Estate Freeze
- Business Continuation Planning
- Holding Companies
- Shareholder Agreements/Buy-Sell Agreements
- Leverage - Investing and Life Insurance
- Insured Annuity
- Bankruptcy Protection
- Income Loss Replacement
- Estate Bond
- Split Dollar
- Power of II
- Charitable Giving
- Laddered Maturities
- Investment Philosophy
- Debt Management