Core planning ensures that you will be able to control and protect your property while you are alive and well. Furthermore, this level of planning will enable someone else to take care of you (and your loved ones) if and when you can’t. Finally, this plan increases privacy and significantly reduces the delay and cost associated with estate administration.
Heritage trust planning significantly increases the protection available to your children and surviving spouse from creditors and predators.
Retirement trust planning reduces the income tax burden that would otherwise result from accelerated distributions from retirement accounts.
Advanced Estate Tax Planning substantially reduces your estate tax liability through the use of life insurance trusts.
