Family Services
Retirement Planning
- Pension maximization
- Retirement timing
- Cash flow projections
- Determination of income and capital need
- Capital accumulation
Investment Planning
- Principal protection strategies
- Minimum income benefit strategies
- Asset diversification
- Risk-reward analysis
- Performance monitoring
Estate Planning
- Tax minimization
- Family survivor income
- Liquidity sufficiency
- Property titling and ownership planning
- Survivor asset management
- Estate distribution planning
- Charitable/Philanthropic strategies
Fringe Benefit Planning
- Contingency planning for disability
- Minimizing dependence on company benefits
- Utilization of company savings plans
Tax Planning
- Maximizing deductions
- Tax-advantaged investments
- Tax reduction strategies
- Proper utilization of company savings plans
Education Planning
- Projections of college expenses
- Funding strategies
- Gifting
Directed Trust Services
- Living and Testamentary Trusts
- Special Needs Trusts
- Charitable Trusts
- Generation Skipping Trusts
- Blind Trusts
- Asset Protection Trusts
* Services Available Through The Bank of New York
* National Financial Services
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