Asset preservation means using the laws to help you avoid wasting your assets so that you can use them in the way you see best. You saved the assets. You don’t want to see them wasted or used in a way you didn’t intend.
Maybe your needs require a trust, whether a Revocable Living Trust or Irrevocable Trust. We can help you there, too. If you have retirement plans and want to maximize the benefits, a Retirement Plan trust may be right for you. What you need will depend on what you want to achieve and where you are in life.
On the other hand, if your need relates to estate administration, probate, or trusts, we can help. We guide executors, trustees, administrators, and personal representatives each step of the way through estate administration, probate court, and trust administration. When you face the important and serious issues that arise as an executor, personal representative, or trustee, we will help you solve them. A team of professionals with years of experience, including CPAs, are here for you.