You’ve worked hard to build what you have — you shouldn’t have to worry about losing it now. Our team helps you implement a plan that will give you peace of mind, no matter what threats come knocking.
Protects you if someone brings an injury or
damage claim against you.
Affords legal claim and protection to
property, assets, or business entities.
ADAPTs protect your assets from creditor
claims while allowing you to keep access to
the funds in the trust.
A SLAT is a type of irrevocable trust that allows you to dodge the heaviest taxes when sharing wealth with your spouse.
In this trust, control of, rather than possession of, assets are passed to beneficiaries, safeguarding assets and optimizing tax liabilities.
When established correctly, these trusts
place your assets out of reach of most
creditors.
The marketplace is full of conflicting information. How do you know what asset protection strategies make sense for you? Our legal team can help you weigh the pros and cons so you
can get the protection you need without any products you don’t.
When your assets are protected from tax and legal liabilities, you can sleep well, knowing more of your
hard work goes towards enriching your life and providing for your loved ones.
No obligation. No fee. Just a chance to ask questions and get some answers.
Just 40% of Americans 60 years old and older have documents in place to plan for their finances and health care if something were to
