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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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A Wealth Transfer Plan and an Estate Plan: What’s the Difference?

Having a will is not always enough. Preparing heirs for sudden wealth, maintaining family harmony and introducing family members to advisors are part of transferring wealth and a legacy. If…

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The Impact of Dementia on Retirement Planning

The cost of caring for a cancer or heart disease patient is minimal compared to the cost of Alzheimer’s disease or dementia. The impact on retirement plans needs to be…

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Advisors May Get Protection to Combat Elder Financial Abuse

Financial advisors are often the first to see elder financial abuse, but concerns about client privacy and their own liability often get in the way of reporting. New legislation may…