custom strategies to reduce burdens and enjoy life
- trusts that enable you to transfer assets from one generation to the next with minimal estate and gift taxes.
- innovative charitable strategies that enable gifting over multiple generations and provide flexible income retirement arrangements.
- dynamic rollover strategies that reduce the income and estate tax exposure of retirement plan assets, while providing increased investment return protection.
- corporate succession strategies designed to create wealth for your retirement and reduce estate taxes.
the mccausland group also provides traditional plan designs including, iras, 401(k)s, insurance protection programs and other plan designs.