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:
- Addressing Asset Protection issues
- Elder and Disability Planning
- Estate Planning
- Planning for the Perpetuation of Family Wealth.
- Business Continuity/Ownership and Management Succession
- Trust and Estate Administration