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Click to see samples of seven planning tools that can achieve more than half of the 50 goals reflected by "Your Purpose" below:
Charitable Remainder TrustComprehensive PlanEmployee Stock Ownership ProgramGrantor Deemed Owner TrustQualified Plan StrategySuper CLATThe Optimized Portfolio System
 
Qualified Plan Strategy


1
 Pays income to Thomas for life. Thomas takes extra distributions to cover gifts to trusts for children.
2
 Thomas makes gifts of after-tax income to trust to accumulate funds outside of estate. Gifts fund a $2 million insurance policy.
3
 IRA pays income to Virginia for life.
4
 After the second death, trust corpus including death benefits, pass to children.
5
 Children have excess benefits from trust after taxes and expenses.
6
 Future distributions from IRA passes to children for remainder of their lives.
U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.