Maintaining your wealth requires holistic planning. Not only do you need to create a sound estate plan, but you also need to take into consideration any tax implications that may arise. This is especially true if you have a large estate, as failing to adequately...
Your Family's Goals Are
our priority.
Wealth Preservation
Using a legacy trust to protect your wealth for your descendants
You have worked hard to accrue wealth over the course of your career. You want that wealth to benefit your children, grandchildren and beyond. But simply leaving the money to them in your will puts it in danger of dissipation. Each time one of your descendants gets a...