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NEWS HIGHLIGHTS
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THE PLANNING MATRIX
WHEN IT COMES TO PLANNING MANY ADVISORS ARE INVOLVED.

YOUR INSURANCE

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TRANSFER

Beneficiary Designation
Trusts
Partnerships
Settlement Options

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PROFESSIONAL

Attorney
Accountant
Stock Broker
Financial Planner
Property & Casualty Agent

YOUR PERSONAL ASSETS

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TRANSFER

Grantor Retained Interest Trust
Grantor Retained Annuity Trust
Grantor Retained Uni-Trust
Sale of Remainder Interest
Charitable Remainder Trust
Charitable Lead Trust

Will
401K Plans
Roths

Intestacy
SIMPLE Plans
Profit Sharing

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What's the likelihood of a smooth, coordinated transfer?

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PROFESSIONAL

Attorney
Accountant
Stock Broker
Financial Planner

YOUR REAL ESTATE

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TRANSFER

Grantor Retained Interest Trust
Grantor Retained Annuity Trust
Grantor Retained Uni-Trust
Sale of Remainder Interest
Charitable Remainder Trust
Charitable Lead Trust

Will
Deeds
Asset Sales

Intestacy
Stock Sale
ESOPs

Family Limited Partnerships
Limited Liability Corporation
General Partnerships
Personal Residence Trust
Buy/Sell Agreement

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PROFESSIONAL/SERVICES

Attorney
Accountant
Stock Broker
Financial Planner
Real Estate Professional
General & Limited Partnerships

YOUR BUSINESS INTEREST

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TRANSFER

Grantor Retained Interest Trust
Grantor Retained Annuity Trust
Grantor Retained Uni-Trust
Sale of Remainder Interest
Charitable Remainder Trust
Charitable Lead Trust

Will
Deeds
Asset Sales

Intestacy
Stock Sale
ESOPs

Family Limited Partnerships
Limited Liability Corporation
General Partnerships
Personal Residence Trust
Buy/Sell Agreement

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PROFESSIONAL/SERVICES

Attorney
Accountant
Stock Broker
Real Estate Specialist
General & Limited Partnerships
Employee Benefits Specialist
Industry Consultant
Merger & Acquistion Specialist

"The secret of success is to be ready
when your opportunity comes."
- Benjamin Disraeli