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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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Second Wife of Former Senator Asks Court to Dismiss Conspiracy Claims

A $40,000 invoice for legal services for work done in the month before an individual passes away would make anyone wonder what exactly took place. But a second wife says…

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Is Justin Bieber the New Face of Estate Planning?

Reports from British newspapers say that the young star has taken the deaths of Prince and David Bowie to heart and is making plans for his passing. World-famous heartthrob Justin…

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Roth IRA is the Next Generation IRA

Younger investors are going for the Roth IRA instead of the traditional IRA because of its greater tax flexibility. Seniors, take note: there’s a good lesson here. This time, the…