Captive Insurance

Captive insurance is a form of self-insurance where a subsidiary company is formed to provide property and casualty insurance for the parent company. It functions as a risk management tool, an investment vehicle, and a planning structure that allows for significant...

Trademarks

As Financial and Family Estate and Business Planners we have many clients that have family businesses that have names and “logos” that they have worked hard to give special meaning. Established firms often regard their trademarks among their most valued assets, since...

“Living Wills”

With her husband and parents feuding to the bitter end and beyond, Terri Schiavo died 13 days after her feeding tube was removed in a wrenching right-to-die dispute that engulfed the executive, congregational and judiciary branches of our government. The ADVANCED...

IRA Beneficiaries

As Financial and Family Estate Planners we receive many questions and requests regarding Individual Retirement Accounts (IRAs). An IRA is a qualified retirement plan. Contributions are tax deductible and tax-exempt growth is compounded. As a Planner you can assist...

Probate & Estate Administration

We Help Families Efficiently Transfer Assets After a Death While Minimizing Conflict and Wealth Transfer Taxes The passing of a loved one is one of the most emotionally trying times you will ever encounter. The last thing you need during this difficult time is a glut...

Frequently Asked Questions

What happens if someone objects to the Will? An objection to a Will, also known as a “Will contest” is a fairly common occurrence during the probate proceedings and can be incredibly costly to litigate.In order to contest a Will, one has to have legal “standing” to...