secure your business or portfolio
structure and protect what matters to you
There are legal ways to protect your business, real estate and other valuable assets from creditors, law suits and unforeseen circumstances while greatly reducing your tax liability. As your guide, I work closely with a team of CPAs and estate planning lawyers to help people, families and businesses properly structure their assets in order to achieve the most favorable outcomes.
Solutions Include:
- Buy-Sell or Cross-Purchase Plans
- Trusts