Practice Areas

Business Planning

• Continuity and succession planning
• Business owner/key executive compensation and benefit planning
• Key employee insurance
• Employee incentive plans
• Tax reduction strategies
• Supplemental retirement plans
• Key client insurance

Personal Planning

• Estate tax minimization
• Payment of taxes efficiently and economically

Multi-generational planning

• Retirement planning:

                  Protected income for life

                  Retirement planning

                  Tax deferred plans

• Pension/IRA maximization planning

Insurance Planning

• Policy Review
• Life Settlements
• Advance case design
• Tax deductible plans
• Premium Financing
• Integrated Estate Planning
• Problem policy rescues

Charitable Planning

• Integrated estate planning
• Planned giving strategies
• Maximizing tax benefits through charitable planning

Please contact us to discuss your situation with an advisor.