Grantor Trust

Grantor trusts have no income tax consequences and are a vital part of advanced estate planning. Potentially save huge amounts of estate taxes.

Protecting the Family Farm

Succession planning for the family farm can be tricky. We put together plans that take care of the farming business and the value of the real estate for generations to come.

Life Insurance - An Investment in Your Estate

Life Insurance can be a valuable asset in your estate planning. We use sophisticated techniques for income tax-free life insurance investments. Ideal for a balanced portfolio.

Growing an Existing Trust

Protecting your assets can include growing an existing trust, even one that has been newly created.

Planning for the Future of Your Business

Putting together a business succession plan is critical for any privately held business.