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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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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 when helping
you realize your unique goals. It is our objective to plan a case with as few tools as possible.
Through our proprietary software, we can illustrate any combination of tools listed. A number
of these tools are proprietary to our advisor network.
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