Trusts, Estates & Asset Protection
Comprehensive wealth preservation, estate planning and business succession for individuals, families and business owners.
The foundation
A living trust is the single greatest gift you can leave your family.
A revocable living trust is the most efficient way to transfer title to your property at death while keeping complete control of it while you are alive — ensuring your beneficiaries take title as soon as possible, and avoiding the time, cost and publicity of probate.
Core services
A complete plan, not a form packet.
Every plan is built around how your assets are actually titled. A trust that is never funded protects nothing, so funding is part of the engagement.
Revocable & Irrevocable Trusts
Structured to minimize estate tax exposure, avoid probate and ensure seamless asset transfer.
Privacy Trusts
For clients who do not want their holdings sitting in the public record.
Wills & Advance Healthcare Directives
Pour-over wills, durable powers of attorney and healthcare proxies.
Business Succession Planning
Tax-advantaged transition strategies to pass enterprise assets to heirs or key employees seamlessly.
Asset Protection
Protecting personal and family assets from business liabilities, creditors and legal exposure.
Trust Funding
Deeds, beneficiary designations and account retitling — the step most plans get wrong.
Notary & Recording
In-house notary and electronic recording so signing and recording actually get finished.
Plan Reviews
Life changes. We keep the plan current as it does.
High-Net-Worth Planning
Coordinated structures for families with exposure worth planning around.
Talk to Steve.
A short, confidential conversation is usually all it takes to know your next step.
Request a Consultation