SERVICES WE PROVIDE:
LISTENING • UNDERSTANDING • EDUCATION • EMPATHY • HUMOR
COLLABORATIVE TEAM PLANNING WITH CLIENTS & FINANCIAL ADVISORS
| WILLS |
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POWERS OF ATTORNEY |
| Simple / Complex |
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Financial |
| Young / Old |
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Medical / Health Care |
| Married / Single |
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Minors / School Activities |
| Limited Assets / Affluent |
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Real Estate Closings |
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| TRUSTS |
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FAMILY BUSINESSES |
| Revocable Living Trusts |
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Tax Reduction Planning |
| Irrevocable Trusts - All types, including |
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Succession Planning |
| ILITs (Irrevocable Life Insurance Trusts) |
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Buy - Sell Agreements |
| CRTs (Charitable Remainder Trusts) |
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Business Entity Formation |
| CLTs (Charitable Lead Trusts) |
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Sec. 79 Benefit Plans |
| GRATs (Grantor Retained Annuity Trusts) |
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Captive P&C Insurance Strategies |
| QPRTs (Qualified Personal Residence Trusts) |
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| Family Bank Trusts |
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ASSET PROTECTION and ADVANCED |
| Minor's Trusts |
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WEALTH PROTECTION TOOLS |
| Special Needs Trusts |
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Alaska Dynasty Trusts |
| Medicaid Trusts |
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Family Limited Partnerships/LLCs |
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Wyoming Close Corporations/LLCs |
| PROBATE & ESTATE ADMINISTRATION |
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Domestic Asset Protection Trusts |
| Wills |
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International Asset Protection Trusts |
| Trusts |
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| Guardianships |
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| Will Contests |
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| Heirship / Beneficiary Advice & Consulting |
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