WEALTH COUNSELING

You want to control your property while you are alive. You want to provide proper care for yourself and your loved ones if you become incapacitated. You want to give what you have to whom you want, the way you want, and when you want. And if you can, you want to save every tax dollar, professional fee, and court cost possible.

We help you plan for:

• Asset Protection

• Income Taxation Reduction

• Future Transfer Tax Inoculation

• Disability Concerns

• Guardianship

• Nursing Home

• Post-Death Concerns

• Probate Avoidance

• Business Ownership Exit Plan