Investment and Asset Planning, LLC: Specializing in Estate Planning and Asset Management

We have extensive experience in helping clients with advanced estate, protection, and business planning. Some of the techniques or methods which we recommend and assist clients with are: Revocable Living Trust with By-pass, QTIP, and generation skipping provisions; Irrevocable Life Insurance Trust ("ILIT') also known as "Crummey Trusts"; Qualified Personal Residence Trust ("QPRT"); Charitable Remainder Trust ("CRT"); Charitable Lead Trust ("CLT"); Delaware Asset Protection Trust, Foreign Trust, Family Limited Partnership ("FLP") including use of multiple-tiered FLP's; and Limited Liability Company ("LLC").

We can help clients with charitable planning. Jordan Gary CFP® and Russell Johnson, Attorney have had extensive training in planning, setting up, and managing charitable instruments. These can include Charitable trusts, foundations, and charitable gift funds. They are able to lead the clients in the planning, implementation, and management of charitable instruments.