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20. Planning Process: Consider 200+ Tools
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Aircraft Acquisition Strategy
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Revocable Trusts
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Irrevocable Trusts
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DSPA's
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Health Powers
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Long-term Care
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Business Continuity
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Costless Collars
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STAMPS
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Newstar
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LESOP
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Synthetic Equity
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Tax Free Sale of S-Corp
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Financial Independence Model
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Investor Play Basket
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Conversion of Paper Profits
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Advanced Asset Allocation
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LLC
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Private Equity
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402E Roll-Over
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ESO Foundation
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Portfolio Design
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Contingent Deferred Swap
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Dynasty Trusts
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Offshore Investments
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GRAT
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QPRT
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CLAT
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Multi Class FLP
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ILIT
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CRT
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VCUT
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ULP
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Short Term CRT
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QDOT
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NIMCRUT
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IRA Access Strategy
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Tax Efficient Strategies
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Family Bank
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Stock Option Strategy
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Private Foundations
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SERP Exchange
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Fractional Ownership Discounts
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Non-taxable Installment Sales
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The Family Bank
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Values Transference
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CRT Rollover
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Wealth Responsibility Retreat
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Junior Advisory Board
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Education Trusts
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Never Too Late Trust
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Performance Trusts
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Tundra Trusts
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ESOP
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Etcetera |
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The above list summarizes some of the 200 tools that we consider while helping the client realize his or her unique goals in pursuit of his or her purpose. We usually plan a case with any of a dozen or more common tools. Through our proprietary software, we can illustrate any of the tools listed. Some of these tools are proprietary planning strategies of our advisor network. These advisors will be called upon to provide counsel as needed.
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