Marion Consulting, LLC – Financial Services
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Articles

Home| Articles

 

Articles by Category

Asset Protection Planning
  • Asset Protection Philosophy 101
  • Valuation Discounts
Business Planning
  • Business and Tax Implications of Forming a Captive Insurance Company
  • Business Succession Planning
  • Information Statement Regarding Micro-captives
  • Family Limited Partnerships
  • Valuation Discounts
Employee Benefits
  • Business and Tax Implications of Forming a Captive Insurance Company
Estate Planning
  • The 8 Pitfalls of Estate Planning
  • Annual Checklist for Advanced Estate Planning Vehicles
  • Avoiding Probate
  • Business and Tax Implications of Forming a Captive Insurance Company
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Family Installment Sale
  • Family Limited Partnerships
  • Generation Skipping Tax Exemption
  • Gift Tax Free Investment Accumulation Trust
  • Grantor Retained Annuity Trust
  • A Guide to Trust Decanting
  • Nevada Legislature Allows for Greater Flexibility With Irrevocable Trusts
  • Qualified Personal Residence Trusts
  • The Inheritor’s Trust
  • What is a Family Bank?
Investment Management
  • Section 529 Qualified Tuition Plan
  • Gift Free Tax Accumulation Trust
Life Insurance
  • Business and Tax Implications of Forming a Captive Insurance Company
  • Irrevocable Insurance Trust
Philanthropic Planning
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Family Foundations
Retirement Planning
  • Retirement Planning Distribution Rules
  • Retirement Planning Presents Opportunity for Employers
  • The Retirement Threat Most People Overlook
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For more than 45 years, Marion Consulting, LLC has assisted families with wealth preservation and legacy planning. We design and implement state of the art strategies for our clients in the areas of estate planning, philanthropy, life insurance, business succession, executive retirement benefits, core employee benefits, and investment management.

RSS Wealth & Legacy Blog

  • The Retirement Threat Most People Overlook May 24, 2016
  • Opportunity for Employers February 9, 2016
  • The 5 Costly Mistakes in Most Estate Plans November 6, 2015
  • Important Estate Planning Development October 14, 2015
  • Should your clients form a Captive? September 29, 2015

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Contact

  • Irvine:
    7700 Irvine Center Drive
    Suite 800
    Irvine, CA 92618

    Phone: (714) 241-7114
    Fax: (714) 241-8143



  • Scottsdale:
    7001 N. Scottsdale Rd
    Suite 1055
    Scottsdale, AZ 85253

    Phone: (480) 922-5979
    Fax: (480) 471-3146
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