Craft a Plan
Helping Families Preserve Their Wealth During and After Their Lifetime
We provide you with the information and tools you need to make the best decisions about your legacy and your family’s future.
Through the use of innovative strategies, our firm helps families preserve their wealth for both future generations as well as themselves by minimizing estate and transfer taxes, and avoiding the financial and emotional hardship caused by a poorly designed estate plan, or having no Plan at all.
Legacy Planning is a more holistic approach to estate planning. We help clients preserve not only their financial wealth, but their family legacy as well, including their shared values for future generations. Our plans can be tailored to address the needs of blended families, GLBT families, and take into consideration future claims that may be made against beneficiaries by “creditors” or other “predators.”
Family Owned Businesses
Our firm offers estate planning assistance tailored for the specific needs of Family Businesses, including Family Business Succession planning. We utilize the most effective tax planning techniques available, taking into account each individual family situation.
We protect our clients who are small business owners, physicians, professionals, and others who may be vulnerable to legal action. We utilize the most advanced tools and strategies for Lawsuit and Asset Protection.
IRA & Retirement Planning
We are specialists in the complex area of estate planning with IRAs as well as qualified retirement plans. We protect our clients and their beneficiaries by recommending the most appropriate tax reduction techniques.
Plans That Work
Our firm works closely with our clients’ advisors to ensure that their estate plans and financial plans are compatible. This allows our clients to preserve their wealth while maintaining a commitment to their long-term legacy and financial goals.