Basic info
Industry
financial services
Sectors
Long Term Care Strategies to Protect Family Assets
Incentive/Reward Plans for Key Employees
Design Sale of Business to Key Employees
Professional Services
Exit Strategy for Business Owners
Key Person Insurance for Owners/Key EEs
Emergency Planning for Death or Disability of Owner(s)
Achieve Fairness in Balancing Estate with All Heirs
Consulting
Focus on Family Dynamics/Financial Outcomes in Estate
Provide Tax-Favored Transfers to Children Involved in Business
Advice
Estates
Creative Use of Charitable Ideas for Businesses