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protect what you have
for who you love.

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

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How to Avoid Medicaid Estate Recovery

“If you’re helping an aging parent navigate Medicaid because they don’t have long-term care insurance or you think you’ll need it yourself someday, it’s important to understand how the program…

estate planning
What Is a SLAT in Estate Planning?

“If you have been thinking about making large gifts to take advantage of the current $11,700,000 lifetime federal estate tax exemption, you have probably been contemplating a spousal lifetime access…

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How Do I Talk to My Children about My Estate Planning?

“Many baby boomers may hesitate to discuss money with their children, but the reality is that a massive amount of wealth will be transferred in the next couple of decades.”…