Integrated Master Planning aligns your Tax, Estate, Asset Protection, and Charitable Planning with your Comprehensive Financial Plan. It usually takes a team, the right tools, and enough time.

To do that, there is often a need to use many tools. Some of them are common, and some of them are advanced tools that most advisors, accountants, and attorneys simply don’t know how to use. This list incorporates both, letting you see what is in our toolbox.

When you want to fix it right,
you must have the right tools.

 Here are 9 of our common advanced planning tool sets. Inside each you will find the various tools that might be appropriate for that situation. Each of these are just a tool, and a tools need to be used with skill and care to get good outcomes. Click on the + or – sign to open or close. and see what tools we would commonly investigate in your situation.

Protecting Privacy and Personal Affairs
  • Durable Power of Attorney
  • Health Power of Attorney
  • Living Wills
  • Living Trusts
  • Long-Term Health Care
  • Disability Protection
  • Ethical Will
  • Family Office
Family Values and Legacy Planning

Protecting Values, Principles, and Wisdom into the next generation. 

  • Ethical Will
  • Family Constitution
  • Family Governance Plan
  • Family Board of Directors
  • Family Shareholders
  • Family Board of Advisors
  • Family Council
  • Family Governance 
  • Family Office
Income Tax Reduction Planning
  • Charitable Lead Trusts
  • CRATs, CRUTs, & NIMCRUTs [Types of charitable remainder trust]
  • Conservation Easements
  • Private Foundations
  • Family Corporations
  • Qualified Plans
  • Private Placement Life Insurance

  • NING/DING/WING [Nevada/Delaware/Wyoming Incomplete-gift Nongrantor Gift trust]

  • Monetized Installment Sale
    Installment Sale Trust

  • Delaware Statutory Trust

  • Donor Advised Fund

  • Pooled Income Fund

  • Qualified Opportunity Zones
Protection from Administrative Expense & Delay
  • Durable Power of Attorney
  • Fully Funded Revocable Living Trusts
  • Nominee Partnerships
  • Business Exit Planning
  • Business Succession Planning
  • Business Continuity Plan
Protecting the Value of Family Businesses
  • Value Acceleration Plan
  • ESOPs & LESOPs [employee stock ownership plans]
  • Wealth Replacement Trusts
  • Dynasty Trusts
  • CRATs, CRUT, & NIMCRUTs [Types of charitable remainder trust]
  • ILITs (Irrevocable Life Insurance Trust)
  • Grantor Deemed Owner Trusts
  • Business Succession Planning
  • Family Split-Dollar Planning
  • Buy Sell Planning
Federal Gift & Estate Tax Reduction
  • QTIPs (Qualified Terminable Interest Property) &
    QDOTs (Qualified Domestic Trust)
  • ILITs (Irrevocable Life Insurance Trust)
  • Charitable Foundations
  • Charitable Remainder Trusts
  • Grantor Retained Annuity Trusts & Unitrusts
  • Family Limited Partnerships/LLCs
  • Discounted Gifts
  • QPRT (Qualified Personal Residence Trust)
  • Split Gifts
  • Conservation Easements
  • Grantor Deemed Owner Trusts
  • Self Canceling Installment Notes
  • Retirement Plan Trusts
  • SLAT (Spousal Lifetime Access Trust)
  • BDIT (Beneficiary Defective Inheritor’s Trust)
Protecting your Lifestyle with Tax-Free Conversion of Paper Profits
  • CRATs, CRUTs, NIMCRUTs [Types of charitable remainder trust]
  • MIS, DST 1, DST 2 [ Monetized Instalment Sale / Deferred Sales Trust alternative to 1031 exchange]
  • Off-Shore Entities
  • Non- Qualified Deferred Compensation Plans

  • GRITS, GRATs & GRUTs [Types of grantor retained trust]

  • Salary Continuation Plans

    Passing Value & Responsibility to Family Members
    • Fully Funded Revocable Living Trusts
    • Dynasty Trusts
    • Wealth Replacement Trusts
    • Private Foundations
    • Testamentary Foundations
    • Supporting Organizations
    • GRITS, GRATs & GRUTs [Types of grantor retained trust]
    • Premium Financing
    • Incentive/Education Trusts
    • Asset Protection Trusts
    • Grantor Deemed Owner Trusts
    • Self Canceling Installment Notes
    • Generation Split Dollar
    • Donor Advised Fund
    • Pooled Income Fund
    Protection From Lawsuits & Judgements
    • CRATs, CRUTs, & NIMCRUTs [Types of charitable remainder trust]
    • GRITS, GRATs & GRUTs [Types of grantor retained trust]
    • Domestic Family Limited Partnerships
    • Limited Liability Companies
    • Off-Shore Entities
    • Equity Stripping
    • Captive Insurance Companies
    • Asset Protection Trusts on shore & off shore
    • Retirement Plan Trusts
    • SLAT (Spousal Lifetime Access Trust)
    • Private Placement Life Insurance
    • BDIT (Beneficiary Defective Inheritor’s Trust)