Serving the best clients in the world for Dynasty Estate Planning, Asset Protection, Charitable Planning, Business and Tax Planning, and related matters. We help our clients and their families “live well and live a legacy™.” Dynasty Estate Planning is our niche. Typical “estate plans” focus on events surrounding death. The wealth hits beneficiaries like a flood when a dam breaks. They get wet, once, but the water (or the wealth) moves on, leaving a path of destruction in its wake. With Dynasty Planning, wealth can flow through your family like a stream. Each generation receives water in turn. The stream also grows as each generation contributes.
IRA, Family Fortress & Dynasty Trusts
Leases of Equipment, Furniture, Personal Property
Revolving Credit Line, Promissory Note and Deed of Trust
Easements, Special Warranty Deeds
Stock Bonus or Option Plan for Corporations
Confidentiality & Integrity Agreements
Wills & Powers of Attorney
Updates to Existing Trusts
Limited Liability Company, Limited Partnerships, Corporations
Annual Entity Maintenance
Probate and Estate Administration
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