About Us

We specialize in asset protection planning integrated with estate planning and estate tax minimization. We coordinate the team necessary to address business co-owner agreements, executive deferred compensation plans, employment contracts, business transferability enhancement, and other such private business concern areas such as the following:

-Identification of potential risk and development of programs to mitigate exposure.
-Develop viable plan to continue the family business (Succession) or disposition under favorable terms for greatest value.
-Attract, retain, and reward key employees without giving up ownership.
-Development of meaningful retention and retirement programs to favor key employees.
-Techniques to transfer wealth to the right people, in proper form, at the appropriate time.
-Strategies aimed at reduction of estate, gift, income, and capital gains taxes.
-Minimization or elimination of the probate process.
-Dealing effectively with potential personal incapacity.
-Maintaining privacy and confidentiality of family assets.
-Serving philanthropic inclinations with leveraged and tax advantaged techniques.
-Personal financial planning* that may be evident to complete the overall planning process.

 

*Offered by Laura Day as a Financial Adviser through Eagle Strategies LLC, a Registered Investment Adviser.

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 23,590.83 +0.69
Nasdaq Composite 6,862.48 +1.06

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.