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.