Multi-Generational Wealth Transfer
Your legacy deserves to be passed down according to your wishes, and our comprehensive services will help you construct and solidify your plan.
Trust Design
Between revocable living trusts, irrevocable life insurance trusts, and special-needs trusts, we’ll help you discover which avenue is right for you.
Beneficiary Optimization
Our experienced guidance will show you how you can stretch your IRA strategies and charitable beneficiary designations.
Business Succession Planning
Protect your assets and help ensure your business continuity with family limited partnerships (FLPs) and buy-sell agreements.
Medicaid Asset Protection
Protect your assets and maintain Medicaid eligibility with irrevocable trusts and annuity strategies designed to preserve family wealth.
Begin your estate planning process with us today.
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