Sage Solutions for Individuals

We provide comprehensive analysis in the following areas to uncover
value and ensure the integrity of our clients' plans for wealth accumulation
and sustainability for years to come. Because laws change, as do the lifestyles
and circumstances of our clients, we perform routine audits to support a plan
that responds accordingly.

Estate Planning Audit Services

Annuities
Asset Protection
Charitable Planning
Estate Plan Documents
Estate Taxes
Guaranteed Financial Security Plan
Gift Plan
Generation Skipping Trust
Wealth Restoration
Insurance Trusts

Tax Planning Audit Services

Estate Tax
Gift Plans
Asset Protection Plans

Business Succession Audit Services 

Business Succession Plans
Asset Protection
Buy/Sell Agreements
Family Business Owner Security/Liquidity

Insurance Planning Audit Services

Routine Life Insurance Policy review
Trust Owned Life Insurance (TOLI)
Irrevocable Life Insurance Trusts (ILIT)