Video Learning Library

Take 3 Videos

Powerful planning strategies for you and your estate or business -- in about three minutes

With Heather Davis and Jim Barry

Buy-Sell Planning
How do you plan for the potential loss of a business partner?
Retirement and Legacy Arrangement (RALA)
How do you move assets outside their estate for planning purposes, but still retain access to the asset's future cash flow?
Executive Bonus
How do you reward and retain key employees?
Spousal Lifetime Access Trust (SLAT)
How do you give away assets for estate planning purposes without permanently giving up control of the assets?
IRA Wealth Maximization
How does one with large qualified plan and IRA plan balances prepare for the potential depletion of those assets from taxes?
Stay Bonus: Non-Qualified Salary Continuation Plan
How do you financially incentivize key employees to stick around?
Key Employee Insurance
How do you prepare for the potential loss of a key employee?
Supplemental Life Insurance Retirement Plan (SLIRP)
How do you design a retirement savings plan for yourself?