Estate Planning

• Estate Planning Basics
  • Fundamental questions
  • Will or living trust?
  • Other facts about estate settlement
  • Determining potential estate taxes
• Estate Tax Saving Strategies
  • The marital deduction
  • Life insurance
  • Annual gifting
  • Charitable contributions
  • Strategies for family-owned businesses
  • Special strategies for special situations
  • Community property issues
• Implementing and Updating Your Plan
  • Where do you go from here?
  • Estate planning worksheet*

Business Planning

• How Insurance Fits into Your Business' Strategic Plan
• Weighing Your Business Structure
• Controlling Your Destiny with a Buy-Sell Agreement
• Taking Care of the Key Executive
• Qualified Retirement Plans
• Estate Planning for the Business Owner
• Preparing for the Future: A Business Owner's Checklist