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our-values

Our Values

One of our cornerstone values is protecting our clients' assets and enhancing the legacy they leave behind. As such, while we help clients preserve and protect their assets during their life, the vast majority of our clients' heirs enjoy the benefits of asset protection from divorcing spouses, business failures, car accidents, and other creditor claims, by inheriting the wealth their parents pass down in trust.

Topics that can help you

T5T Blog Post (Video 1) - Screenshot
Take 5 Tuesday – Guardianship and Providing for Minor Children – Part 1

Not much is more difficult or thought provoking than the idea of providing care for our minor children after we are gone. Our first priority is to make sure that…

SS Benefits
How to Maximize Social Security Benefits

“Sophisticated analyses take into account the tradeoff of receiving no income during the deferral period and more income later in retirement.” Claiming Social Security benefits early costs American households an…

Tax Planning
Tax Planning Strategies for 2021

“Although uncertainty surrounding the likelihood of tax reform continues for the moment, there are still several wealth transfer strategies that can be considered by those wanting to make gifts.” The…