Broker Check

Estate & Business Owner Planning Services

Estate Planning Services

Generally, the goals of estate planning services are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death. To fully leverage estate preservation opportunities and develop strategies to help towards achieving distribution objectives, we consider:

  • Will and trust design strategies
  • Property ownership alternatives, including the review of titling and beneficiaries to coordinate with your overall estate plan
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock option optimization

Business Owner Planning

Tell us your situation and we'll help you develop clear and understandable solutions. Feel free to contact us regarding any of your concerns. We can assist with your business, investment and insurance needs, including the following:

  • Buy-sell agreements
  • Gifts of corporate stock
  • Life insurance
  • Private annuities
  • Self-canceling installment notes
  • Family limited partnerships
  • Management control


Learn more

Have a Question?

Thank you!
Oops!