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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

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…

Update on Social Security COLA, Medicare for 2017

All you can do is plan ahead and deal with the ups and downs of these programs. According to the annual trustees reports released about the financial health of Social…

Don’t Forget to Check Beneficiary Designations

It’s the simplest thing, but here’s where a lot of people create problems for their heirs. Designating beneficiaries has to be one of the simplest parts of estate planning. You…