Protect what you've built. Plan what comes next.
You work hard to create assets, businesses, and a name that means something. We design estate, asset protection, and succession plans that are clear, durable, and practical for real life.
Book Free Strategy CallWhere plans fall apart
Wills and trusts that don't match ownership, titling, or beneficiary forms
No asset protection before a dispute or market shock
Family businesses without a clear succession plan
Real estate, investment accounts, and IP scattered with no central map
Advisors who do not coordinate, so tax, legal, and investment decisions conflict
How we help
Estate planning built for complexity
A plan that reflects your assets and family goals.
- Revocable living trusts, wills, powers of attorney, and healthcare directives
- Beneficiary design that matches account titles and insurance
- Letters of instruction and inventories your family can actually follow
Asset protection and risk planning
Keep wealth resilient against predictable threats.
- LLC and holding company structures for operating businesses and real estate
- Domestic asset protection trust strategies where appropriate
- Insurance review to align coverage with real exposure
Tax-aware trusts and lifetime gifting
Use the rules to your advantage.
- Credit shelter, QTIP, GRAT, SLAT, and charitable structures
- Annual exclusion and lifetime exemption planning
- Liquidity planning for estate tax without forced sales
Business succession
Hand the company to the right people on the right terms.
- Buy-sell agreements and funding mechanisms
- Voting and non-voting equity with clear roles
- Management continuity and board governance
Special assets: brand, media, and other
Protect and transfer non-traditional value.
- Trademarks, copyrights, and publicity rights planning
- IP holding companies with licenses to operating entities
- Succession for channels, catalogs, and royalty streams
Real estate and private investments
Organize holdings so they are easy to manage and transfer.
- LLCs for properties and syndications
- Capital accounts, waterfalls, and member rights documented
- 1031 exchange coordination and cost segregation alignment with your CPA
Family governance
Reduce conflict and keep the plan usable.
- Plain-language summaries your family can understand
- Decision frameworks for distributions and major sales
- Trustee selection, successor training, and accountability tools
Advisor coordination
One plan across legal, tax, and investment.
- Work directly with your CPA, wealth advisor, and insurance team
- Consolidated action list and deadlines
- Annual review to adjust as life and laws change
How engagement works
Strategy call
We outline goals, assets, family dynamics, and timelines.
Mapping and design
You receive a clear plan for structures, documents, and titling changes.
Draft and implement
We prepare the documents and coordinate retitling, beneficiary updates, and funding.
Maintain
We schedule reviews and update the plan as your life and portfolio evolve.
Pricing
Flat fees for core estate plans. Transparent quotes for asset protection, business succession, and IP or real estate structures. No surprises.
FAQ
Do I need a trust or is a will enough?
If you want to avoid probate, keep privacy, and make asset transfers easier for your family, a revocable living trust is usually the right move. A will alone can work, but it often means more court time and cost for your heirs.
How do I make sure accounts and real estate actually follow the plan?
Documents are only half the work. We create a funding checklist, retitle assets where needed, and update beneficiary forms so the plan matches how assets are held.
Can I protect assets from future creditors or lawsuits?
You can improve protection if you act before a claim exists. We use LLCs, insurance alignment, and in some cases domestic asset protection trusts. If a dispute has already started, options narrow and must be handled carefully.
How do we plan for a business I want my kids to run?
We separate ownership from control where it helps, draft a buy-sell that covers death, disability, and exits, and set management roles with real authority. We also plan for liquidity so the company is not forced into a sale to pay taxes.
What about real estate in multiple states?
We use entity structures to reduce multi-state probate and coordinate local filings. Titling and operating agreements keep management simple and transfer clear.
How often should we update the plan?
Review after major life or asset changes, and at least every two to three years. We offer an annual check-in to keep funding, beneficiaries, and laws current.
Can you work with my existing CPA and investment advisor?
Yes. We coordinate tax, investment, and legal decisions so the plan is consistent. If you need referrals, we can introduce vetted partners.
Ready to lock in a plan that works?
If you need a clear estate plan, stronger protection, or a real succession path, we can help.
Book Free Strategy Call