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Fact Finder

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Estate planning is complex and ever changing field. As such, all available resources should be considered. Register with us to submit a fact finder on your client or opportunity and see how we may be able to assist. Here, our team can help with proven solutions and options right for your client, including:


  • 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
  • Charitable Giving with Life Insurance
  • Charitable Lead Trusts (Inter vivos and Testamentary)
  • Charitable Remainder Trusts
  • Net Income with Makeup Charitable Remainder Unitrusts (NIMCRUTs) with Life Insurance
  • Private Foundations