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LEGACY PLANNING

PROTECTING AND PRESERVING YOUR FUTURE


OUR DESIRE

is to inspire clients to act with confidence, organization, commitment, and discipline in designing and implementing their desired plan of action.

The planning process is no different - it truly alows individuals the opportunity to share their success by designing a financial plan for themselves and for those whom they love.

Throughout the process, we assist clients (both Domestic and Foreign National) with the following:

ESTATE / LEGACY PLANNING

WEALTH TRANSFER STRATEGIES

SURVIVOR PROTECTION

INSURANCE ANALYSIS / REVIEW

GIFTING STRATEGIES

Business Succession

Business continuation and preservation are the key words in business succession planning. To divide a business between the heirs and survivors is “like killing the goose that laid the golden egg”.

OUR STRATEGIES INCLUDE:

BUY / SELL ARRANGEMENT SERVICES

KEY PERSON INSURANCE

ESOP'S

RESTRICTIVE AGREEMENTS

CHARITABLE REMAINDER TRUSTS (CRT)

FAMILY LIMITED PARTNERSHIPS (FLP)

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