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Estate/Asset Protection Strategies

We strive to provide for financial security in life and to protect the estate for future heirs following death. We consider:

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