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Estate/Asset Protection Strategies

We strive to provide for financial security in life and to potentially maximize the estate for heirs following a death. We consider: 

  • Will and trust design strategies  
  • Property ownership alternatives, including the review of titling to coordinate with your overall plan 
  • Estate tax reduction techniques 
  • Life insurance analysis 
  • Qualified plan distribution alternatives 
  • Family-gifting strategies 
  • Charitable planning 
  • Employee stock option analysis