Corporate Estate Planning Services


Estate Freeze.
Family Trusts.
Tax Effective Shareholder Agreements with funding, reducing taxes at death.
Will Planning – Post Mortem Income Splitting.
Power of Attorneys and Health Directives.
Paying the Taxman at death.
Life Insurance as an Asset Class.
Retirement Compensation Arrangement (RCA).
Insured Retirement Programs, Estate Bond.
Corporate Insured Annuities.
Utilizing Capital Dividends.
Charitable Giving.
Key Person Indemnity.
Structured Litigation Settlements.
Collateral Insurance & Insurance Audits.
Analyzing and Implementation of Employee Benefits.
Pension Maximization.
Incorporating Investment Portfolios.

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