College FundingIt’s amazing how fast our kids grow up. We advise our clients to systematically save for college and help them look for federal and state programs that also help make college planning more affordable. We’ll help you review and understand 529 College Savings Plans, and select the best savings options for your child's or grandchild's education needs .
Asset Protection
We help you protect your assets through a variety of strategies including domestic and foreign trusts, debt and risk management, business entity selection and family limited partnerships. Certain asset protection strategies can protect you, your family and your estate from those who might unjustly seek to profit from your wealth.
Disability Protection and Long Term Care
Few people realize that 20% of individuals in the 35-65 age group will become temporarily or permanently disabled. Through foresight and planning, we will help you become financially prepared to take care of yourself and your family if such a tragedy strikes.