The Quarterback of Your Estate Planning Team

Advanced Trust & Estate Planning

We work with your lawyer, financial planner, accountant, business planner and any other professionals necessary to develop a cohesive and understandable estate plan.

Some of the tools we use for this are:

  • Asset Titling & Ownership
  • Annual Gift tax Exclusion Gifting
  • Charitable Lead Annuity Trust (CLAT)
  • Charitable Lead Unitrust (CLUT)
  • Charitable Remainder Annuity Trust (CRAT)
  • Charitable Remainder Unitrust (CRUT)
  • Domicile Planning
  • Durable Power of Attorney
  • Dynasty Trust
  • Family Foundation
  • Family Limited Liability Company (FLLC)
  • Family Limited Partnership (FLP)
  • Generation Skipping Trust
  • Grantor Retained Annuity Trust (GRAT)
  • Grantor Retained Interest Trust (GRIT)
  • Grantor Retained Unitrust (GRUT)
  • IRA Maximization
  • Irrevocable Life Insurance Trust (ILIT)
  • Intentionally Defective Grantor Trust (IDGT)
  • Lifetime Gift Tax Exemption
  • Pour-over Will
  • Private Annuities
  • Qualified Personal Residence Trust (QPRT)
  • Revocable Living Trust
  • Spousal Lifetime Access Trust (SLAT)
  • Self-Canceling Installment Notes
  • Taxable Gifts
  • Valuation Discounts

Life Insurance Strategies

Some of the ways we utilize life insurance in estate planning include:

  • Estate tax planning
  • Providing for dependents/estate equalization
  • Business succession planning
  • Creating a charitable legacy
  • Asset protection
  • IRA Maximization

Life Insurance Policy Review

Life changes, and what may have been the right policy for you a few years ago may no longer be the best fit for your current needs. That’s where we come in. Our team of experienced professionals can review your existing life insurance policies to ensure that you have the right coverage for your current situation. We can also evaluate your policies to see if you could be paying less for the same coverage.

Annuity Strategies

Incorporating an annuity into your estate plan might make sense for several reasons:

  • Guaranteed income for life
  • Asset diversification during turbulent market
  • Tax efficiency
  • Long-Term Care planning

Annuity Review

An annuity contract purchased years ago from another financial professional may no longer be suitable for your investment objectives. An annuity review can be highly beneficial for you because it enables you to assess various factors, including:

  • Changes to current and future goals
  • Attractive benefits and features of newer products
  • Income options and guarantees
  • Cost efficiency and performance

More Planning Services

Business Planning

From infancy to succession planning, we provide strategies to preserve and protect your business.

Life Settlements

If you have an old life insurance policy you neither want or need, it may make sense to sell your policy.

Long Term Care

The annual cost of assisted living in Naples is $63,600. In 30 years, when you may be looking for an assisted living facility for yourself, it is expected that the annual cost will be $163,775. Even for the most affluent, this is not a check you want to write if you can avoid it. We offer long-term care planning techniques for the wealthy and self-insured.