Estate and Succession Planning


Estate and Succession Planning

At Integrous, we realize your planning needs are fluid and often need revisiting as years and circumstances change. We offer a number of services and strategies to assist you along that path:


Business Succession Strategies

  • Key Person Life Insurance
  • Buy-sell agreement
  • Gifting business interests during lifetime
  • Planning with valuation discounts throughout FLPs and FLLCs
  • SCINs
  • GRATs


Key Strategies

  • Special Needs Trusts
  • Qualified Domestic Trusts
  • Community Property

Charitable Strategies

  • Gifting strategies
  • Charitable remainder trusts


Next Generation

  • Tier-based strategies
  • Multigenerational ideas
  • Higher exclusion


Key Concepts

  • Beneficiary reviews
  • Custodial accounts
  • Joint ownership
  • IRD

*Integrous Financial Strategies does not provide tax or legal advice. However we will work with you, your accountant, tax advisor and or lawyer to help you meet your financial goals.