Status Single Married Divorced Separated Widowed

Prioritize Your Goals
( 0 = irrelevant , 5 = most important ) Maintain control over your person and affairs.

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Reduce or eliminate estate, income and retirement plan from excessive taxes.

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Protect my/our assets from government and lawsuits.

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Protect my children’s inheritance from divorces and future judgment creditors.

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Reduce or eliminate the costs of Probate and administrative delays. Concerned over your children’s creditors, legal disputes or liabilities? Concerned about who will handle your affairs should you become disabled? Managing values of the Family Business or rental property.