Protect, Manage, and Develop your Assets
Our Financial Services team offers full service solutions for areas of estate and business planning.
Our Estate & Business Planning Services
Closely Held/Family Business
- Exit strategies (including ESOP)
- Estate tax reduction techniques
- Buy and sell arrangements
- Family succession planning
- Benefits for the owners
Individual Planning
- Estate planning
- Investment asset allocation
- Retirement planning
- Proper insurance placement
- Charitable gifting techniques
Qualified Retirement Plans
- Pension, profit sharing & 401(k)
- New comparability plans
- 412(i) pensions
Qualified Retirement Plans
- Pension, profit sharing & 401(k)
- New comparability plans
- 412(i) pensions
Nonqualified Retirement Plans
- Salary continuation
- Deferred compensation
- Executive profit sharing
- 401(k) “mirror”
Golden Handcuffs
- “Promise-to-pay-for-promise-to-stay” arrangements
- Restricted bonus plans
- Phantom stock and appreciation rights
Key Employee Prerequisites
- Medical reimbursement
- Supplemental disability income
- Split-dollar life insurance
- Long term care insurance
- Officer and directors legacy
- College education funding
- Health concierge services
- Group life carve out plans
Other Fee-Based Services
- Brokering sale of unneeded life insurance contracts
- Universal life rescue system
- Consulting for tax attorneys/CPAs
- Private-placement insurance
- ESOP repurchase liability funding