Implementation: Retirement & Insurance Resources understands how challenging the process of estate planning can be. We know that making decisions may be difficult. Choices may be easier.

There is no added fee to help you analyze, compare and coordinate the most effective use of insurance and your most efficient implementation strategy. Through our conscientious interaction with your other advisors, we can show you the various financial scenarios that best meet your particular estate and financial needs. Some of the most prevalent economic and financial strategies include:

  • Annual and Lifetime Exclusion Gift Tax analysis
  • Family Partnerships, GRATs and Defective Grantor Trusts
  • Generation Skipping (GST) maximization and situs analysis
  • Premium funding techniques, including Premium Financing options
  • Private Placement opportunities (with unique “M” high limit capacity)
  • Alternative Philanthropic Planning analysis