Estate Planning Strategies

We assist individuals to 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

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Executive Benefits and Corporate Liability Planning

We assist corporations in the design of executive benefit plans and to 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

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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

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