Asset Protection Planning

You Have Worked Hard To Build The Wealth You Have Today – Allow Us To Help You Plan To Preserve That Wealth Hereafter…

Our Estate and Asset Protection Planning practice maintains a keen focus on both the short-term and long-term planning needs of the client. Financial and estate planning services include structuring and implementing comprehensive estate plans, pre-marital planning, asset protection planning, and financial planning. The firm maintains a sophisticated financial and estate planning practice which focuses on delivering thoughtful, creative and cutting-edge planning strategies to individuals and family offices.

Our goal is to rise above the mere drafting of wills and trusts. Our aim is to simplify sophisticated concepts and educate our clients, extract personal philosophies, help articulate and formulate strategy, build the lifetime wealth planning blueprint, and assist in the ongoing implementation and monitoring of the plan. An estate and asset protection plan is intended to be maintained, not forgotten – we can help you understand, value, and pay ongoing attention to your personal planning structure. Although our planning involves domestic and international estate planning, more frequently our work begins with establishing the Core Estate Documents for a client (Wills, Revocable Trust and Powers of Attorney).

Estate and Asset Protection Planning Services:

  • Trust & Estate Planning
  • Wealth Transfer Planning
  • Family Limited Partnerships & LLCs
  • Multi-Generational Trust Planning
  • Business Succession Planning
  • Charitable and Philanthropy Planning
  • Life Insurance Planning
  • Asset Protection Planning – Domestic and International
  • Family Office Structuring and Administration
  • Virtual Family Office Structuring and Administration
  • Post-Mortem Planning and Estate Administration
  • Gift and Estate Tax Compliance Preparation
  • International Planning