Asset Protection Planning
There are several strategies that can be implemented to assist clients with their asset protection goals. Many individuals who practice in an environment where there is a high risk of litigation may find the need to implement strategies to preserve and protect family wealth from future claimants. Our firm can assist you in implementing protective measures against future claimants.

Family Business Planning
Proverbs 13:22 “A good man leaves an inheritance to his children’s children.” In helping families accomplish their business succession goals, we provide a comprehensive Family Portfolio Guide that addresses issues such as estate and gift taxation, valuation, liquidity, equality among members of the family, and family values and goals. The Portfolio guide helps illustrate the structural implementation of the plan, which also enables continued discussion throughout the planning process.

Charitable Gift Planning
We work with charitable organizations and individuals on devising plans to accomplish planned charitable gift giving. Our work includes assisting charities and individuals in the planning and preparation stages for the creation of charitable trusts, private foundations and donor-advised accounts. If you would like to receive more information on charitable planned giving for your non-profit organization, please contact our firm.