How can I protect my family’s wealth from creditors, divorce and future taxes?

It’s best to arrange for asset protection as early as possible, preferably before the asset has been created.  We analyze estate planning strategies that afford you and your family maximum asset protection from creditors, divorce, and taxes.  Our clients find great comfort knowing a lawsuit or a divorcing spouse will not have a negative impact on the family’s assets that they have worked so hard to build.

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Want to expand your expertise? We’ve picked a few insight-rich posts to help you grow your wealth and amplify your impact.

WP90X – Intergenerational Split Dollar: Learning from Levine

Unpack Intergenerational Split-Dollar Agreements and the life insurance planning design utilized in the Levine case

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WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act

An innovative strategy to help you better serve clients facing income and estate tax challenges

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Want Drama? Don’t Prepare for Estate Taxes

By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite…

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