Advanced Asset Protection

High net worth families and people with business interests need specialized planning to protect their assets, utilizing some of the following:

• Estate Tax Minimization Strategies;

• Probate Avoidance Techniques;

• Close Corporation Formation and Advising;

• Generational Wealth Transfers; and

• Trusts, including Life Insurance Trusts, GRATs and GRUTs.

Using a multitude of planning techniques we holistically protect you and preserve your wealth, legacy, and property from spendthrift family members, unnecessary taxes, and unexpected financing risks. Call for a consultation today to determine whether you need advanced asset protection.