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Our Family Estate & Business Planning focuses on protecting your assets from creditors, predators, lawsuits, judgments, liens, and greedy relatives.
Historically, the focus of estate planning has been death and taxes. Only making plans for transferring assets at death and paying taxes does not help you during your lifetime. It is a wrong perspective.
We help you change your focus. Our new perspective on estate planning focuses on financial, retirement, business succession, charitable, medical, disability, legacy, and gift planning.
Your primary concern in Estate and Business Succession Planning is to make sure your assets transfer to your family without causing conflict, without unnecessary expense or delay, and without making the entire process open to the public. Our planning process helps you achieve these goals.