Wealth Management and Asset Protection

We assist our clients in protecting their wealth, including creditor protection. We consider our clients’ objectives and desires regarding their needs, lifestyle, philanthropy, control and transfers to future generations. We utilize the latest tools to implement wealth transfer alternatives and we are mindful of mitigating applicable taxes.

Our services include:

testimonials

"We've worked with Levin Ginsburg since the 1980s...we have grown with them and have a very high level of comfort and confidence with this firm." Jay Nichols, President,
Badger Murphy
"Astute, responsive and practical. Those are three reasons why we work with Levin Ginsburg." Bryan L. Oyster, V.P. and General Manager,
Bentley Forbes