Let’s face it, the IRS is not alone in its desire to get a piece of your hard-earned wealth. Any number of people may want to take assets away from you and the ones you love, as well as thwart your wishes with regard to how your money is used now and in the future. Examples include former spouses and their children, sons or daughters in law, former business associates, unscrupulous predators and creditors, to name a few. Even some of the people you love the most may need to be protected from themselves, for instance, if they suffer from alcohol or drug dependency, or are too immature to handle a sizable amount of money on their own.
We can show you a number of ways to protect your assets for your enjoyment during your lifetime, and for the enjoyment of your heirs after you are gone. And if your wishes are challenged, we can vigorously defend them in court.
It should be noted that the earlier you allow us to create an estate plan for you, the more options we have in protecting your wealth. The best time to begin is sooner rather than later.