Let Us Show You How
To Build a Financial
Fortress to Protect
Your Assets

Our Family Estate & Business Planning focuses on protecting your assets from creditors, predators, lawsuits, judgments, liens, and greedy relatives.

A New Perspective on Estate Planning

What We Do

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.  

From Our Blog