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Wealth Protection Planning

Wealth Protection Planning


Wealth protection planning is an integral component for every properly structured estate plan.  With the soaring number of lawsuits in the United States, it is important that wealth preservation is considered.  Without proper planning, the claims of a future creditor could wipe out your business or your family’s savings.


Wealth preservation planning begins by analyzing and maximizing the statutory and constitutional exemptions afforded to you in your home state.  Additionally, business entities and in-state and out-of-state trust structures may be established to increase the wealth protection afforded to your asset holdings.  We work with attorneys, accountants and trust companies in states with wealth protection trust legislation, including Nevada, Delaware, Alaska and South Dakota, to protect and preserve our clients’ assets for the future benefit of their families.

Judge's Table

Complimentary Consultation

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