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protect what you have
for who you love.


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

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…

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…

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…