A core area of specialty at Council Financial & Insurance Services is working with Real Estate Owners and Developers. There are unique issues that arise when building intergenerational wealth with real estate assets. We have decades of practical experience in this arena and will help you understand and execute the appropriate strategies for your needs.
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Estate Planning
For Real Estate Owners and Developers, advanced estate planning techniques are often required. We can help you assess the pros and cons of each option and assist in providing much needed liquidity for the estate.
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Estate Equalization
The goal of an estate plan that involves estate equalization is to balance the desires of the parent(s) making bequests to certain individuals and the desire to maintain an equitable value to each heir.
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Business Succession
Succession planning allows owners to retire from their business within their own time frame, while preparing for the company to be transferred to family members, key employees, an outside party, or even a charity. This must be done in a way that achieves personal financial security, maintains harmony, and achieves maximum value for the business. We can provide financial strategies for succession planning.
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ILITs
An Irrevocable Life Insurance Trust (ILIT) is created to own and control a term or permanent life insurance policy or policies while the insured is alive, as well as to manage and distribute the proceeds that are paid out upon the insured's death.
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Wealth Management
Through Eagle Strategies LLC, a wholly owned subsidiary of New York Life Insurance Company, you can work with us to guide you in planning for tomorrow’s needs today while preserving your current cash flow. Based on your goals, financial situation, risk tolerance, and investment time horizon, together we can formulate an investment solution to help you achieve all of your short- and long-term wealth management needs. Eagle Strategies incorporates a wide range of thoroughly vetted third-party investment managers who bring specialized expertise in separately managed stock and bond portfolios, and mutual funds, while providing access to third-party wealth management programs. Every investment manager on the platform undergoes a rigorous due diligence process and is monitored closely to ensure they continue to meet our exacting standards. We are, and continue to be committed, to building enduring relationships that help you achieve your financial goals.
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Premium Financing
Third party financing to fund your life insurance premiums may provide a tax-efficient option that allows you to preserve your current cash flow, avoid liquidating your investments, and leverage your wealth to provide a future benefit to your heirs or charitable causes.
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