65 Installment Sale to a Non-Grantor Trust 67 Preferred LLC 55 Double Step-Up Planning 63 Incentive Trust 31 Sale to a Beneficiary Defective Trust 69 QPRT 99 Dynasty Trust 57 EP Protection 49 Grantor Retained Annuity Trust 61 Zero Tax Estate Planning 71 SLAT - Spousal Lifetime Access Trust 59 Equity Stripping 101 Sale of Partnership Interests to a Family Grantor Trust 103 Tax-Efficient Squeeze Freeze 133 Wealth Strategy Counseling 147 Prenuptial 151 Wealth Dashboard 137 Family Wealth Blueprint 141 Financial Checkup 143 Value Proportion Letter 121 Family Meetings 131 Ethical Will 43 Business Vision and Value Retreat 135 Family legacy Video 139 Family Wealth Statement

Estate Planning reflects God-honoring character qualities across the generations.

145 Optimized Portfolios 105 Insurance as an Asset Class 107 Oil and Gas 97 Tax-Efficient Asset Management 115 Equity Appreciation Sharing 157 First Trust Deeds

Investment Counseling involves maximizing returns after taxes and after fees.

37 Charitable LLC 163 Conservation Easement 51 Super CLAT 53 Testamentary Charitable Lead Trust

Charitable Planning is the focus of our clients who want to convert involuntary philanthropy (taxes) to voluntary philanthropy while increasing wealth for retirement or family.

149 Charitable Redemption 35 Tax-Deductible Buy-Sell 75 162 Plan 79 Stock Option and NQDC Strategies

Business Succession involves transferring ownership, management, control, or cash flow at the right time with taxes minimized.

13 Domestic Asset Protection Trust 15 Offshore Trust 83 Credit Shelter Trusts with Life Insurance 93 Life Settlements 95 Long-term Care Insurance 73 Financed Indexed UL 81 Capacity Capture 85 Premium Financing 87 Fixed Private Split Dollar 89 Insurance Trust Review 91 Insurance Warehousing 159 Private Placement Life Insurance ("PPLI")

Asset Protection Planning requires the wise integration of trust planning with insurance planning.

39 Captive Insurance Company 41 ESOP 19 Capital Split Dollar 25 DING/NING Trust 17 Business Income Tax Planning 21 Captive Preferred LLC 23 Cost Segregation Study 161 Leveraged Captive Insurance Company 27 Net Operating loss Strategy 29 Intellectual Property Strategy 77 Restricted Property Trust 45 Charitable Remainder Trust 33 Enhanced installment Sale 47 Capital Grains Split Dollar 111 Annuity Income Maximization 153 High Cash Value Insurance 155 Income Tax Diagnostic 109 Retirement Rescue 117 Family Retirement Account 113 Defined Benefit Combo 119 IRA Maximizer 123 Roth IRA Conversion 125 Stretch IRA Trust 127 Statutory Retirement Rescue 129 Tax-Sheltered Retirement Distribution LLC

Income Tax Planning helps generate tax-efficient income while deferring taxes on income not needed for lifestyle.