Estate Planning

General Estate Planning

à  Life Insurance

à  Advanced Case Design

à  Revocable Living Trust Design

à  Irrevocable Trust Design

à  Wealth Replacement Trusts

à  Testamentary Trusts

à  Premium Financing

à  Private Placement Life Insurance

à  Family Limited Partnerships

Philanthropic Planning  

à  Charitable Remainder Trusts

à  Charitable Lead Trusts

à  Charitable Giving Strategies

à  Irrevocable Insurance Trusts

à  Premium Financing

à  Tax Reduction Strategies (Where Savings Can Be Used for Charitable Giving)

à  Access to Strategic Alliance to Aid Our Clients in Planned Giving

à  Remainder Interests in Real Property

à  Life Estate Plans and Bequests

International Planning

à  Asset Protection

à  Income Tax Reduction

à  Estate Tax Reduction

à  Tax Free Retirement Income

à  Insurance Programs for Non-U.S. Citizens

à  International Premium Finance

These are just a few of the estate planning services we provide.  There are a great many options available and the laws on trusts and estate planning are extremely complex.  You will benefit from the assistance of our expert estate planning team to develop a plan that is right for you.