Estate Planning Strategies
We assist individuals to help assure the delivery of wealth across generations of a family.
- Conservation of the family business
- Estate liquidity and wealth transfer planning strategies
- Use of a corporation or family limited partnership to help minimize gift tax implications of transfers to the next generation
- Multi-generational trust planning to help minimize income tax, gift tax, estate tax or generation-skipping transfer tax
Executive Benefits and Corporate Liability Planning
We assist corporations in the design of executive benefit plans and to help assure the protection and delivery of those benefits.
- Specially designed golden handcuff benefit plans to retain key executives
- Tax-advantaged financing of corporate liabilities with Corporate-Owned Life Insurance (COLI)
- Business continuity planning
- Key person life insurance
- Buy-sell arrangement funding
Employee Benefit Planning
We assist companies with the design and delivery of employee benefit plans.
- Medical
- Dental
- Vision
- Disability and long-term care
- Voluntary benefit plans