"I can't afford to die – I'd lose too much money" – George Burns

It’s true. You need to plan for today…and for the future. Ensure your peace of mind with estate and retirement planning through NCH. Experienced estate planning professionals will advise you in all aspects of trusts to provide the maximum benefit to you and your heirs. Without effective estate planning, your assets will be divided by strangers in probate court and may also be heavily taxed. Don’t let that happen to you.

Family Fortress
The Family Fortress program is a VIP-level service designed to help you distribute your assets as you want them to be distributed upon your passing. Your personal strategic plan will be created through a process of analysis, consultation and assessment. Your plan will include specific recommendations on business and estate planning, lawsuit protection, privacy, tax reduction and retirement acceleration. You’ll receive unlimited access (by appointment) to our knowledgeable team of CPAs, attorneys and financial advisors for the entire year. This program may be tax-deductible as a business expense.

Retirement & Succession Planning
NCH relies on a team approach from a group of professionals to make sure your business is well cared for in the present…and in the future. Licensed professionals will create a personalized strategy for your tax, retirement and succession planning. This service includes corporate benefit programs, corporate insurance and retirement plans, cafeteria plans and advanced strategic planning. Each member of the team has had experience using corporations for the maximum benefit of the client. The NCH team approach gives you access to the most cutting-edge tax minimization and asset protection strategies available today. For example, we can help you set up qualified plans that will help you meet your retirement goals much faster than you would expect.

Estate Planning
Estate planning helps you make decisions about the distribution of your wealth that a probate judge would otherwise make for you. NCH partners with independent legal counsel to provide many different types of estate planning, from revocable living trusts to multi-generational dynasty trusts, through our in-house independent law firm.

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