Additional Service Offerings
The success of your results will be determined by purposed planning, effective execution, and strategic partners . The offerings below are a combination of our team and our network.

Attorney Services
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Qualified Attorney Fee Planning
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Defined Benefit, Defined Contribution, 401k Plans
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Firm Health Insurance Plans
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Life Care Plan Analysis
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Court Document Language consultation
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Serve as an expert witness at mediations, arbitrations, settlements, and court hearings
Trust Planning
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Domestic Asset Protection Trusts (DAPT)
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Pooled Minor or Special Needs Trusts (PSNT & MPT)
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Revocable Living Trusts (RLT)
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Irrevocable Life Insurance Trusts (ILIT)
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Charitable Lead or Remainder Trusts (CLT & CRT)
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Charitable Lead or Remainder Unitrusts (CLUT & CRUT)
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Grantor Retained Annuity Trusts (GRAT)
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Grantor Retained Income Trusts (GRIT)
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Grantor Retained Unitrusts (GRUT)


Entity Planning
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Charity Planning
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Foundation Planning
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Charitable Gifting Strategies
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Business Entity Formation
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Business Structure Consultation
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Re-Insurance Companies
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Qualified Profit Sharing
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Non-Qualified Pension Corporate Group Life Plan
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Advisory Services