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Advanced Planning Concepts

Our team – including attorneys, CFPs, ChFCs, CPAs. JDs and CLUs – brings decades of collective industry experience and is poised to help you design and build competitive solutions for your complex cases. You can count on leading-edge financial planning strategies, tax and legal support, carrier product intelligence, trust and policy review, and assistance implementing planning strategies that incorporate life insurance.

  • Asset/Annuity Max
  • Asset Freeze Techniques
  • B-Trust Funding with Life Insurance
  • Generation Skipping and Dynasty Trusts
  • Lifetime Giving
  • Policy Evaluation Program
  • Planning for International Clients, including Insuring Foreign Nationals
  • Planning with Family Partnerships
  • Premium Financing
  • Private Split Dollar
  • Special Needs and Discretionary Trusts
  • Spousal Access Trusts
  • Use of Grantor Retained Annuity Trusts (GRATs) and Sales to Grantor Trusts

We work with you to develop or revise your estate plans to help minimize taxes. We can work with you and your attorneys to implement wills, trusts, powers of attorney, and health care proxies. With our intimate knowledge of your assets and goals, we can recommend more sophisticated planning strategies and organize your assets to help maximize family wealth.