Question: Your current team of advisors: Are they meeting your needs?
Our firm is familiar with the following (among other items):
The use of domestic LLCs, FLPs and offshore Asset Protection trusts, Guaranteed Income for Life Products, The Maximizer, International Tax Planning, “Freeze” Partnerships, Section 79, Equity Harvesting, Home Equity Acceleration, Fixed Indexed Annuities, 401(k) Plans, New Comparability Profit Sharing Plans, Defined Benefit Plans, 412(e)3 Plans (and carve out plans), ESOPs, Life Settlements, Reverse Mortgages, Life Insurance, Charitable Remainder Trusts, Charitable Gift Annuities, Family Foundations, Qualified Pension Insurance Partnerships, Intentionally Defective Grantor Trusts, A/R Financing/Leveraging, Long-Term Care Insurance, HRAs, Drug Carve-Out Plans, Section 125 Plans, HSAs, Corporate Structure and many more topics.
Look at the above list and be honest with yourself. Do your current advisors know these useful tools? If not, do you think you are receiving the best advice possible when it comes to Asset Protection, Estate Planning, Income and Estate Tax Planning, Financial Planning, Business/Corporate Structure. Don’t you and your family deserve the best advice? If so, then you should contact our firm for a review of your current plans (or lack thereof).
We personally invite you to call us today at to arrange for your free, no-obligation consultation.