For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.
For Business Owners, Families, and Individuals Pursuing Financial Success.
Our mission is to help you create, grow, and protect your most important assets.

TRUST

We are dedicated to helping our clients achieve the most optimal current and future planning results.

EXPERIENCE

By incorporating your current needs and future goals, we are able to recommend solutions focused on what’s most important to you.

INDEPENDENCE

We are consistently among the first to hear about new ideas and solutions that are both conservative and powerful – even though they may not be well known.
MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.

We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.

Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.

MERICLE & COMPANY
Mericle & Company is a boutique advisory firm focused on helping privately held business owners, professionals, families, and individuals create, grow, and protect their most important assets.

We specialize in providing everything from simple solutions to highly sophisticated tax and estate planning strategies. Our specialized solutions are streamlined to save you time and effort yet synthesized to address your specific needs.

Our approach is a tailored one, incorporating your current needs and futures goals with ideas to create a carefully designed plan focused on a solution based on your needs, wants, and wishes.

Our Process

Strategic Planning

By establishing priorities, understanding resources, and focusing energy – together we can develop a plan to achieve intended results.

Goals & Targets

We work with you to identify your current needs and future goals to identify the best solution for you, your family, and your business.

Proven Results

Ongoing maintenance and management is critical to achieving favorable results. Our process allows us to continually monitor and make changes with you.
With your trust and our experience, you have access to the information you need to make an informed decision.

From Our Blog

Naming Your Life Insurance Policy Beneficiary – Things to Consider

One of the most important parts of owning a life insurance policy is naming the beneficiary.

Properly naming the beneficiary of a life insurance policy can be a key decision to ensure the proceeds are distributed and used properly.

We have compiled a list of questions and answers to help provide additional guidance.

The Benefits of A Spousal Lifetime Access Trust (SLAT)

Spousal Lifetime Access Trust(s) are ideal for married couples with a potential estate tax liability who want flexibility in their estate planning.

A Spousal Lifetime Access Trust allows one spouse to be a beneficiary of the trust, while the other spouse is the grantor of the trust.

A Spousal Lifetime Access Trust (SLAT) allows a client to make irrevocable transfers of assets.

Guidelines for Transferring Business Owned Life Insurance

There are several reasons a business may want to transfer ownership of a business or corporate-owned life insurance policy.

Before changing the ownership it is important to know the policy’s fair market value, understand any tax issues that may exist upon transferring ownership, and the best way to distribute the policy.

Advanced Planning: Leveraging Sales to a Defective Trust Using Life Insurance

A sale to an Intentionally Defective Grantor Trust (IDGT) in combination with life insurance allows high-net-worth families to accomplish different wealth transfer goals with flexibility.

Learn how these techniques can help families solve wealth transfer, estate, and philanthropic planning goals.

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