Individuals, Families and Endowments
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| Charitable, Estate and Tax Planning |
Wealth Management |
- Investment Tax Analysis
- Estate Management
- Insurance Proposals
- Income Tax Planning
- Business Entity Form Analysis
- Financial Management of Charitable
Trusts
- Corporate Trustee Selection
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- Strategic Asset Allocation
- Implementation
- Monitoring / Review / Manager Replacement
- Reporting / Policy
Review
- Risk Tolerance Analysis
- Objective Setting
- Written Investment Policy
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| Educational Services |
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Charitable Organizations |
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| Wealth Management |
Gift Proposals |
- Portfolio / Option Construction
- Monitoring / Review / Manager
Replacement
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- Unitrust 1 & 2 Life
- Unitrust vs. Sale
- Retirement Unitrust
- Annuity Trusts
- Gift Annuities
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| Document Preparation |
Tax Filings |
- Trust Instruments
- Asset Transfer Forms
- IRS Form 8282
- IRS Form 8283
- Beneficiary Letters
- 1040 Attachments
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- Federal Returns: Forms 5227 and 1041A
- State Returns: Forms 541A
and 541B
- IRS Gift Tax Form 709
- IRS Form SS-4
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| Accounting |
Staff and Donor Education Services |
- Four-Tier Accounting
- Quarterly Statements
- Annual Reports
- Income Distribution
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