As a holistic financial practice, we do more than just give you guidance in the growth of your assets. We take pride in providing you with the proper education and opportunities for safeguarding the rewards of your hard work. This is why we have each of our clients work with us and a team of specialized legal counsel to address Asset Protection. The topics discussed in this meeting are dependent upon your goals, desires, and needs. The various services that we would potentially discuss are listed here:

  • Prenuptial or Postnuptial Agreements
  • Credit Shelter (AB Trust)
  • Business Succession Planning
  • Buy/Sell Agreements
  • Family Limited Partnerships
  • Corporations
  • Limited Liability Corporations (LLC)
  • Limited Partnerships (LP)
  • Limited Liability Limited Partnerships (LLLP)
  • Estate Tax Returns (706)
  • Gift Tax Returns (709)