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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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Can You Avoid Paying Taxes on Social Security Benefits?

There are a few strategies you can use to reduce the taxes owned on Social Security benefits. Your “provisional income”—that is your Adjusted Gross Income (AGI)—is what determines whether or…

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Having Your First Child? Congratulations! Now, Here’s Some Homework

Welcoming a first child is a wonderful experience, but it requires a lot of preparation—including discussing priorities, responsibilities and plans for guardianship. It takes more than childbirth classes to prepare…

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Protecting Your Home from the Costs of Long-Term Health Care

Owning long-term care insurance is a critical part of financial planning for anyone who owns a home. Protecting home ownership is a big concern, and it is usually the single…