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.

Disclosure

Laura Day is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #3402227), AZ, CA (CA Insurance License #0L77450), DC, DE, FL, HI, IN, KS, MD, MO, NJ, OH, PA, TN, TX, VA, and WA. No insurance business may be conducted outside the states referenced.

Laura Day is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 200 Continental Dr Ste 306, Newark, DE, 19713, 302-369-7351. In this regard, this communication is strictly intended for individuals residing in the states of AR, AZ, CA, DE, FL, KS, MD, NJ, OH, PA, TX, and WA. No offers may be made or accepted from any resident outside the specific states referenced.

Laura Day is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, AZ, CA, DE, FL, KS, MD, NJ, OH, PA, TX, and WA. As such, these services are strictly intended for individuals residing in the states referenced.

LAURA DAY & ASSOCIATES is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither LAURA DAY & ASSOCIATES nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​