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Areas of Expertise

Retirement/Lifetime Income Planning

  • IRAs:
    • Beneficiary Designation
    • Stretch Options
  • Roth IRAs
  • 403Bs
  • 401Ks

Investment Education/Planning

  • Investment Process
  • Hidden Costs
  • Stock Market Risks
  • Allocation Risks

Asset Protection

  • Dynasty Trusts
  • Liability Avoidance
  • Pre-Nuptials

Money Management

  • Custom Investing
  • Individual Budgeting
  • Debt Consolidation
  • Net Income Distribution

Real Estate Analysis

  • Mortgages / Reverse Mortgages
  • 1031 Exchanges
  • Refinancing / Equity Lines of Credit
  • Depreciation
  • Capital Gains Avoidance
  • Real Estate Management

Insurance Analysis

  • Term vs. Whole Life vs. Universal Life
  • “Umbrellas”
  • Long term Care Ins.

Business Management

  • Succession Planning
  • Defined Contribution Plans
  • Accounting Management
  • Selling Strategies
    • Capital Gains Avoidance
    • Phantom Stock Agreements

Estate Planning

  • Probate Avoidance
    • Living Trusts / Real Estate Trusts
  • Estate Tax Avoidance
    • Generation Skipping Trusts
    • Gift Tax Planning
  • Charitable Giving
    • Charitable Remainder / Lead Trusts
    • Family foundations
  • Wills / Power Of Attorney / Health Care Proxies
  • Trustee Planning

Education Planning

  • College Plans

Life Planning Issues

  • Caregivers “Special Needs” Planning
  • Family Dispute Issues
  • Inheritance Issues
  • 2nd Marriage / Family Planning
  • Guidance for Surviving Spouse
  • Home Health Care Planning Assistance
  • Elder parent Planning
 
Contact us to begin charting your best course to a financially secure tomorrow