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Not all estate planning situations are created equal. While most individuals have a basic need and desire to plan for the proper disposition of their estates at death, some have clearly advanced needs that require more careful planning consideration.

A simple will, and perhaps an irrevocable life insurance trust, might be sufficient to address the basic needs of many clients, but those with advanced needs will find it necessary to engage in advanced estate planning strategies. Whereas an estate planning team (i.e., insurance adviser, attorney, accountant, and/or trust officer) is advisable with any estate planning situation, it is virtually indispensable with advanced cases.

This section explores the advanced estate planning market, focusing on three areas of interest:

  1. Charitable Giving

  2. Family Business Succession

  3. Qualified Retirement Asset Preservation

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