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Asset Protection and Family Wealth Planning

Asset protection applies to almost everyone, regardless of age.  The goal of asset protection planning is to protect your assets during your lifetime, control their distribution at the time of your death and leave a legacy for your family. 

Family wealth planning often requires a strategy that is designed with your family’s protection and well-being in mind. Working with an experienced attorney to develop an effective estate planning strategy, including mechanisms that can be implemented to ensure that assets are properly protected, will allow you to transfer wealth to future generations and minimize tax consequences.

Our services include:

Living Trusts

Family Owned Business Succession

Estate Planning


Charitable Giving

Establish a Private Foundation

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Estate Planning Frequently Asked Questions

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