Support for Attorneys

In addition to wealth Management we offer some very unique services to various types of attorneys, and their clients

Delaying taxes on attorney fees for litigators and Personal Injury Attorneys

Did you know you can defer receiving your fee income from a case settlement in order to spread out the tax liability and cash flow over serval years?

Estate Planning Attorney

Asset management for

Beneficiary Trusts
Special Needs Trusts
Charitable trusts

Business Attorney

Funding of Buy Sell Agreements
Business asset management
Portfolio lines of credit

Tax efficient Personal Injury settlement asset management.

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Estate Planning Help

Beneficiary Reviews
Insurance Structuring
Estate tax planning & Strategies

Exit Planning

Tax Projections
Tax Efficiency planning
Intermediated Installment Sales

Creating Solutions is what we do best!

Give us a call!

I invite you to put my experience to the test and see just how we can help you service your clients with out of the box solutions to the problems we all face.