Concepts (Corporate)

Wealth Architects is pleased to offer the following corporate financial planning concepts:

  


  • Corporate Shareholder Agreement Funding

  • Corporate Estate Bond

  • Corporate Insured Retirement Plan (IRP)

  • Corporate Insured Annuity

  • Corporate Asset Transfer

  • Buy-Sell Coverage

  • Key Person Coverage

  • Estate Freeze

  • Tax Reduction Strategies

  • Capital Dividend Account