Basic Services

• CFPIT^® Solutions
• Financial Gatekeeping/Leveling the Playing Field
• Funding*, Hedging, and Their Financing Specification Model Articulation
• Goals/ Dispositive Intent and Specification Model Articulation
• Planning for Multiple Generations
• Preserving Assets
• Preserving Liabilities
• Scaffolding/Bracing Process
• Simple Solutions First/Obviating Against The Need To Be Driven By Tax Considerations First Analysis
• Vendor Liason/Gatekeeping Meetings ( including virtual or by teleconference)
• Zero-Based Review and Challenge of Traditional Thinking

Services for Financial Disaster Recovery

Services for Funding and Funding* Vehicles

• Asset Liquidity Needs/Availability Valuation
• Financing the Funding Vehicle, and its Transfers
• Funding Alignment Simulation
• Jump Master/Rescue Service
• Plan Funding Adequacy Test

Services for Insurance as a Funding* Vehicle

• Asset Replacement for Charitable Trust Contributions
• Asset Replacement for Conservation Easement Deduction
• Asset Replacement for Zero Tax Plan
• “Can I Do Any Better?”
• Hurdle Rate Quantification
• Insurance Capacity Tracking
• Insurance Coverages Overview and Interface as a Funding* Vehicle
• Insurance Portfolio Acceptability Index
• Insurance in/for a Qualified Pension Plan: Design/Implementation/Updates
• Jump Master/Rescue Service
• Lazy-Asset Reenergizing
• “Modified Endowment Contract” Buster 
• Price Out Quantification  
• Premium Financing ( Recourse) Proposal Analysis
• Request for Proposal Support
• Salvaging Insurance Values upon Disposition
• Techniques for Funding the Irrevocable Insurance Trust
• "Transfer For Value” Buster 
• Transfer of Insurance into/from a Qualified Pension Plan
• Trust Owned Life Insurance Portfolio Planning
• Value to Goals Benchmarking/Right Fit

Insurance Based Solution Configurations

Services for Insurance Portfolio Restructuring

Services for Intergenerational Wealth Preservation

• Distribution Planning
• Estate Planning
• Financial Security Planning 
• Insurance Portfolio Planning
• Intergenerational Leveraged Buyouts
• Leveraging Gifts/  Targeted Gifting Strategies
• Long-Term Care Planning Alternatives
• Ownership Transition Planning
• Philanthropy Planning
• Planning for Life Events
• Planning for Liquidity Events/Liquidity Transition
• Sandwich Generation Planning
• Survivor Planning and Training
• Wealth-Preservation-Plan Tool Tradeoff Amelioration

Services for the Junior Generation

• Legacy Perpetuation Support
• Mining Older Relatives’ Unused Estate Exemptions
• Parents’ Wealth Preservation Plan
• Plan Beneficiary Execution Support
• Potential Heir Funding Liability Exposure/Unfunded Mandates, Analysis
• “Remember, Just Call the IWP Help Desk”
• Third Party/Honest Broker

Ponzi/ Scheme Victims Program

Non-Lawyer Estate Planning

Non-Lawyer Litigation Support

Services for Life Settlements

• Assessing Policy I/P{BP}/S Preferability Level (including for policy grooming, or for new policy benchmarking)
• Charitable Life Settlements
• Conservation Alternatives
• Funding* Vehicle/Arrangement, Jump Master/Rescue Service
• Grooming The Insured/Policy/Situation
• Insurance Capacity Tracking
• Insurance Portfolio Pruning/Reconfiguring
• Integration with Estate Planning / Wealth Preservation Planning Modules 
• Intrafamily Life Settlement Optimization
• Lapse/Surrender Alternatives
• Life Settlement Alternatives (including analyzing the advisability of taking advantage of the carriers’ new  {beyond accelerated death benefits} accommodations)
• Life Settlement Supported Exit Strategies, (including rescues)
• Life Settlement Supported/Leveraged Opportunities
• Life Settlement Supported Replacements
• Policy Buy-backs
• Proceeds  Synergies/Efficiencies Analysis
• Qualified Plan Life Settlements 
• Retirement Phase Synergies/Efficiencies Planning
• Reinstatement Analysis/Strategies
• “What’s Riding On This Insurance” Analysis
  

Services for Qualified Plans/IRAs as Funding Vehicles

• Creditor Protection/Bankruptcy Protection
• Designation of Beneficiary Form, Coordination with Estate Plan
• Employee Stock Option Plan
• Jump Master/Rescue Service
• Lazy Assets Reenergizing
• Multipurpose Qualified Plan/IRA Rollover Tracking Log
• Qualified Plan/IRA as a Charitable Gifting Vehicle: Defined Benefit/Defined Contribution/401k
• Qualified Plan/IRA as an Expense Discounting Tool: Defined Benefit/Defined Contribution/401k
• Qualified Plan/IRA as a Funding* Vehicle: Defined Benefit/Defined Contribution/401k
• Qualified Plan/IRA as a Securing and Unlocking Business Value Tool: Defined Benefit/Defined Contribution/401k
• Qualified Plan/IRA as a Wealth Transfer Vehicle: Defined Benefit/Defined Contribution/401k
• Restricted Employee Planning: Distributions/Death Benefits
• Retirement Options Scaffolding
• Roth-IRA-Rollover Hedge

Services for Securing and Unlocking Business Value

• Accessing Business Resources for Capital Transactions (Conventional/Unconventional)
• Business Continuation Planning
• Diversifying Business Value Without Current Tax, Planning
• Executive Compensation Planning
• Insurance vs. Reserve, for Grooming Balance Sheet Analysis
• Key Man Planning/Replacement Planning
• Ownership Transition Planning
• Securing/Stabilizing/Maximizing/Unlocking Business Value
• Succession Planning/Leadership Transition
• Transitioning and Wealth Preservation Planning for CEOs

Services for Special Situations

• Audit Support
• Below 2x Credit Planning
• Blended Families Planning
• Funding* Vehicle/Arrangement, Jump Master/Rescue Service
• Funding* Vehicles for Uninsurables
• Funding * Vehicles as  “Implicit Guarantor” / “Problem Preventor”
• Litigation Support
• Ponzi / Pyramid Scheme Victim Insurance Portfolio Restructuring
• Second Family Hedge Planning
• Special Needs Planning
• Special Planning for Foreign Nationals/Spouses
• Special Planning for Nontraditional Families and Individuals
• Spendthrift Planning
• Structured Settlements

Wealth Preservation Coverage Configurations

Services for Wealth Transfer Hedge Configurations

• 2010 Hedge
• Below 2x Credit Hedge
• Bottom-Up Planning Hedge (Including for Bypass Trust Overfunding)
• Chapter 14 Hedge
• Charitable Deduction of Majority LLC/FLP Interests Hedge
• Clawback Hedge
• Custom-configured , such as : Reverse Mortgage Maturity, Mortality, or Mobility Year Hedge
• Decoupling Hedge
• Defined Benefit Funding Status Lump Sum Distribution Restriction Hedge
• Divestiture Hedge
• Disclaimer Planning Hedge
• Domicile Dispute Hedge
• Estate/Gift Planning Tools Hedge
• Estate Tax Repeal Scenarios Hedge/”Repeal of the Repeal” Hedge
• Fail-safes Hedge
• Hedging the Hedge
• Intrafamily Discount Hedge
• Intrafamily Loan Hedge
• Life Settlement Hedge
• Limited Liability Entity Hedge (IRC Section 2036)
• Loss of Step-Up Basis Hedge/Carryover-Basis Regimen Hedge
• Marital Deduction of Majority LLC/FLP Interests Hedge
• Marital Deduction Trust Hedge
• Perfect Storm Hedge
• Phantom Asset/Value Hedge
• Plan/ Element Clashes Hedge
• Premium Financing ( Recourse) Hedge
• Reportable Transactions Hedge
• Reverse Mortgage Maturity, Mortality, or Mobility Year Hedge
• Revocable Trust Interim Hedge
• Roth-IRA Rollover Hedge
• Sale Via Structured Sales, SCINs, (Private Annuity) Hedge
• Second Family Hedge
• Shepherding a Specific Asset Hedge
• Step Transaction Hedge
• IRC Section 355 Tax-free Spinoff Hedge
• IRC Section 303/6166 Loss of Profile or Recapture Hedges
• Understatement of Liability :Accuracy Related Penalty Hedge

Tools

• All Affairs in Order Checklist
• Capital Needs Analysis
• Certainty Vulnerability Assessment
• Certainty Vulnerability Assessment for Junior Generation/ Beneficiaries
• CFPIT^® Diagnostic Simulation
• CFPIT^® Hurdle Rate
• Confidential Junior Generation/Beneficiary Questionnaire
• Family Meetings
• Feasibility Study
• Financial Independence Sufficiency Test
• Funding, Hedging,* and their Financing Arrangements Acceptability Index
• Funding, Hedging,* and their Financing Arrangements All In Order Checklist
• Funding, Hedging,* and their Financing Arrangements Specification Model
• Insurance Capacity Tracking Log
• IWP Acceptability Index
• Modeling
• Retirement Capital Sufficiency Test
• Trajectory Report

(* and adjusting/ ameliorating/ augmenting /fortifying /hedging/ scaffolding / shepherding, as an alternative, and as a failsafe)