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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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Little Room in Retirement for Silly Money Mistakes

Retirement requires planning for everything from where you’ll live to how you’ll live. Don’t let some simple mistakes derail your retirement. Would you believe that some people prefer not to…

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Giving to Charity as Part of Your Estate Plan

Making a donation to a charity after you die can take many different forms, depending on your overall goals. There are tax benefits to your estate as well. People choose…

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When Intellectual Property is an Estate Asset

Intellectual property assets require protection as much as any other asset, but whether or not they can be passed down to heirs and how to accomplish this is different than…