Universe Of Services

Executive Benefits & Estate Planning

The MCS executive and estate planning practice provides creative financial solutions to both corporations and successful individuals. Our corporate practice focuses on the designing and funding of cost effective nonqualified executive benefit plans to help our clients attract, reward and retain key employees. We also provide education to executives on wealth management, option planning, tax planning, etc. We assist our individual clients by ensuring they will always have sufficient assets on which to live, and then designing plans to transfer excess assets to the desired beneficiaries so that they can realize the lowest possible transfer costs.