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Our Strategies



To solve any challenges or concerns identified after analyzing your current situation and objectives, we offer strategies in the following areas:


  • Power of Attorney
  • Wills/2 Wills
  • Spouse/Family Trusts
  • Testamentary Trusts
  • Bypassing Probate
  • Equivalence of Inheritance
  • Estate Maximization
  • Join 2nd to Die
  • Passing Assets to Next Generation
  • Tax Efficient   
    • Insured Retirement Plan
    • Investing
    • Cash Values Inside Permanent Insurance Plans
    • Income
    • Income Splitting
    • Capital Gains in the Hands of Minor
  • Essential Life Data
  • Segregated Fund Death Benefit
  • Estate Freeze
  • Business Continuation Planning
  • Holding Companies
  • Shareholder Agreements/Buy-Sell Agreements
  • Leverage - Investing and Life Insurance
  • Insured Annuity
  • Bankruptcy Protection
  • Income Loss Replacement
  • Estate Bond
  • Split Dollar
  • Power of II
  • Charitable Giving
  • Laddered Maturities
  • Investment Philosophy
  • Debt Management

Call 1-705-264-1414