1. Lifetime Income Tax Planning: Does your planner help you generate more after-tax income from earned and investment sources?

2. Estate Tax Planning: Does your planner help you calculate the amount of inheritance for each heir no matter what year you die or implement tax elimination strategies?

3. Business Succession Planning: Does your planner help you put in place a plan to transfer your business tax-efficiently to the next generation of owners and managers?

4. Risk Management: Does your planner help you evaluate exposure to risks that can be minimized with asset protection trusts, captive insurance companies, and insurance trusts?

5. Charitable Planning: Does your planner show you how to convert involuntary philanthropy (taxes) into voluntary philanthropy to increase after-tax retirement income and transfers for family?

6. Trust Funding/Investments: Does your planner work with your investment adviser to improve returns after-taxes?