Estate Planning & Asset Protection

Trust & Estate Planning and Administration

Put simply, this is a set of legal documents that make plans for everyone you live and everything you have. If you become incapacitated, who makes medical and financial decisions for you? If you die, what happens to your loved ones that need you, your property, your saved money or your dependents?

Estate Planning and Trust documents answer all these questions in a clear and legal manner. Those who die without these documents will have decisions made in a long, drawn out court process called Probate.  Avoid probate. Sit down with a lawyer and create an Estate Plan.

Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year. Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in lawsuits.

Set up your business and life to protect your assets. Asset protection includes considering insurance options, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

Estate Tax Protection

You work your entire life to save and have enough money to comfortably retire—and ideally leave something for your loved ones when you pass away. During your life, you pay all kinds of taxes: income taxes, property taxes, sales taxes, and so on. And at the end, the government even wants to tax you on the assets you have left at your death.

This is known as the estate tax, sometimes called the inheritance tax or death tax. The best way to protect your assets and your family’s future from excessive taxation is to hire an attorney who specializes in estate tax planning.


The easiest way to avoid the probate process is to plan; but if you are now in a situation where you must go through probate courts to finalize the estate of a loved one, the best thing you can do is get educated and get help to complete the process as quickly, and cost-effectively, as possible.

Get help through the process of estate administration. If you are a beneficiary of an estate, or an executor or trustee, contact us for support in handling the transition of your loved ones assets as easily as possible.