Estate Planning Tools

• Life Insurance 101                             (Powerpoint Presentation)

• Fingertip Tax Guide - 2009

• Estate Planning   An Overview     What is it?  Why do you need it?

• A Comprehensive Guide to Estate Planning

• A Short Estate Planning Fact Finder

• A Comprehensive Estate Planning Fact Finder

• Roth IRA Conversions   Pros and Cons

• The Power of Permanent Life Insurance

• Utilizing Section 6166 to provide liquidity for Estate Taxes

• Exploring the Many Uses of Grantor Trusts

• Using a Defect Trust for Business Succession Planning

• An Introduction to Estate Planning   (Powerpoint Presentation)

• Basic Estate Planning Strategies      (Powerpoint Presentation)   

• Succession Planning                         (Powerpoint Presentation)   

• Income Maximization                         (Powerpoint Presentation)   

• Wealth Transfer Planning                 (Powerpoint Presentation)   

• Premium Financing                           (Powerpoint Presentation)

• Dynasty Trusts - Concept

• A Dynasty Trust Presentation           (Powerpoint Presentation)

• Planned Gifting - Concept

• Planned Gifting                                 (Powerpoint Presentation)

• Charitable Giving                              (Powerpoint Presentation)   

Ideas, Experience, and Creativity, that's what we try to bring you in our continuing effort to help you assist more clients to solve financial problems efficiently and profitably.

Please let us know how we may become of greater value to you.