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Estate Planning &
Asset Protection Strategies


Develop a values-based lifetime strategy seeking to first protect your assets for your personal enjoyment while subsequently structuring for the ultimate distribution of your wealth to who you want, when you want and in the manner you want minimizing taxes and delays on the ultimate transfer.


How to best satisfy your charitable, financial, social and personal goals whether publicly or privately. This involves selecting the correct asset to give coupled with the most appropriate time and technique to potentially maximize your tax savings and positive impact.

  • Legal Document Review & Design
  • Asset Titling & Beneficiary Designations
  • Calculate Tax Liability & Potential Savings
  • Lifetime Family Gifting Strategies
  • Coordinate Generation Wealth Transfer
  • Charitable Giving & Social Impact

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