Preserving assets, whether it’s for asset protection, legacy planning, or tax minimization, is at the core of many of our clients’ planning concerns. Our decades of experience enable our team to carefully consider and identify key areas of concern. We design a plan tailored to suit the needs, objectives and complexities of each unique situation. With us by your side we hope to provide an unsurpassed level of comfort and peace of mind.
How We Help
We provide guidance to clients in the creation and implementation of a myriad of planning strategies, such as:
- Asset Protection
- Special Needs Trusts
- Estate tax minimization
- Limited Liability Corporations
- Life Insurance Trusts
- Strategic Legacy Planning through Multiple Generations
- Family Limited Partnerships
Many of these entities are often created in tandem with additional entity and estate structures listed; determined by combining input from the client, planner and attorney.