Established Families

Parents with maturing children face the need for strategic considerations in protecting their wealth and structuring their children’s inheritance wisely. This includes advice regarding:

  • Protecting Assets;
  • Reducing Taxes;
  • Protecting a Child’s Inheritance;
  • Vehicle Titling;
  • Retirement and Life Insurance Beneficiaries;
  • Charitable Giving;
  • Lifetime Gifting;
  • Business Succession; and
  • Revocable Trusts.

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