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20. Planning Process: Consider 200+ Tools

Aircraft Acquisition Strategy
Revocable Trusts
Irrevocable Trusts
DSPA's
Health Powers
Long-term Care
Business Continuity
Costless Collars
STAMPS
Newstar
LESOP
Synthetic Equity
Tax Free Sale of S-Corp
Financial Independence Model
Investor Play Basket
Conversion of Paper Profits
Advanced Asset Allocation
LLC
Private Equity
402E Roll-Over
ESO Foundation
Portfolio Design
Contingent Deferred Swap
Dynasty Trusts
Offshore Investments
GRAT
QPRT
CLAT
Multi Class FLP
ILIT
CRT
VCUT
ULP
Short Term CRT
QDOT
NIMCRUT
IRA Access Strategy
Tax Efficient Strategies
Family Bank
Stock Option Strategy
Private Foundations
SERP Exchange
Fractional Ownership Discounts
Non-taxable Installment Sales
The Family Bank
Values Transference
CRT Rollover
Wealth Responsibility Retreat
Junior Advisory Board
Education Trusts
Never Too Late Trust
Performance Trusts
Tundra Trusts
ESOP
Etcetera

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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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.