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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

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Plan Carefully Before Giving or Accepting Money for College

First, say thank you. Then be careful about how the money is given. The 529 account is just one way for grandparents to help with college costs. The best way…

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Married LGBT Couples and Estate Planning

Following Obergefell v. Hodges, LGBT couples now have the same estate planning needs as opposite-sex couples. That means having a will, a prenup and other documents in place. The United…