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Wealth Preservation and Estate Planning

More than Money

We work with you to ensure more than money are passed down to your future generations.  Family fortunes are lost by the second generation 6/10 times and are gone by the third generation 9/10 times.  We assist you in creating the right legal strategies to ensure your wealth is transferred and the right ways of transferring the knowledge and experience to the next.

A Part of Your Team

Planning an estate can be extremely complicated, and more so as the size of your estate grows.  We work with your attorneys and CPA to coordinate on the best strategy for you and your family.  Alongside your team we help explain what our recommendations are and why.  Our firm is here for you and will be here to ensure your plan's successful execution.


Estate Planning Resource Center