Wealth creation,
preservation, protection and transfer is attainable for estates of all
sizes. We assist clients with: - Probate avoidance-minimizing both
expense and delay; - re-titling of assets; - Will and Trust creation
including provisions for special needs children/adults, tax planning,
charitable giving, protection of assets from ceditors; - Wealth
preservation and creation for future generations including charitable
trusts, irrevocable life insurance trusts, dynasty trusts and gifting
strategies. We also provide Durable General Powers of Attorney, Health
Care Powers of Attorney and Living Wills.
Our
knowledge with Predatory Lending Practices has enabled us to assist
home owners with avoiding unecessary and excessive fees. We review our
clients documents up to twelve years past their settlement to assure
proper lending procedures were followed. If it is established that
there was wrong doing, we will pursue financial resolution for our
clients.
Transfering Class three firearms utilizing a trust is another aspect of our practice.
