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  • Who We Are
    • For Business Owners
    • For Estate Planning
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    • Estate Planning
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How and When Your Kids Get the Money

01 Jul How and When Your Kids Get the Money: Avoiding the Too-Much-Too-Soon Inheritance Wipeout

Posted at 08:12h in Estate Planning, Trusts, Uncategorized, Wills

Avoid the too-much-too-soon inheritance mistake. Learn how affluent families can structure smart wealth transfers with built-in protection, flexibility, and purpose. Don’t let an age-based plan ruin your legacy—discover how to...

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Trust Protector – The Failsafe for Your Estate Plan

24 Jun Trust Protector – The Failsafe for Your Estate Plan

Posted at 05:46h in Estate Planning, Financial Protection, News & Media, Trusts, Uncategorized

A Trust Protector is the failsafe your estate plan needs. Learn how this powerful role can prevent trustee mismanagement, protect family unity, and adapt your trust when life throws a...

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What Every Adult Child Should Do After a Parent’s Death

17 Jun What Every Adult Child Should Do After a Parent’s Death

Posted at 07:01h in Business Succession, Estate Planning, Trusts, Uncategorized, Wills

When a parent dies, grief meets responsibility. Learn the critical legal, financial, and estate planning steps every adult child must take to protect their surviving parent and family legacy—especially in...

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Why Trust Isn’t Enough in Deals with Family and Friends

03 Jun Why Trust Isn’t Enough in Deals with Family and Friends

Posted at 08:07h in Business Planning, Business Succession, Financial Protection, Trusts

Trust isn’t a strategy. When investing or running a business with family or friends, it’s critical to have a legal plan—not just good intentions. Learn how to avoid the mistakes...

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Married to a Non-Citizen? Here’s How Your Legacy Could Disappear Overnight

27 May Married to a Non-Citizen? Here’s How Your Legacy Could Disappear Overnight

Posted at 08:00h in Business Planning, Estate Planning, Financial Protection, Investment Banking, Trusts, Wills

Married to a non-U.S. citizen? Your estate plan could be missing critical protections—leaving your spouse exposed to massive taxes and your legacy at risk. Learn how proper legal planning can...

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13 Mar Divorce and Remarriage – How Your Children Could Be Disinherited and How to Stop It From Happening  

Posted at 16:22h in Estate Planning, Financial Protection, Trusts, Wills

The Estate Planning Mistake That Could Cut Your Kids Out Completely You’ve worked your entire life to build wealth—not just for yourself, but to secure your children’s future. You want your...

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26 Feb Who Do You Trust?  Why Hiring a Corporate Trustee Could Save Your Family’s Inheritance

Posted at 12:48h in Business Planning, Corporate Transparency Act, Trusts

Who Will Protect Your Wealth After You’re Gone? You’ve spent your life building your business, your investments, securing your family’s future, and creating a lasting legacy. But what happens when you’re...

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09 Nov How to Prepare for the 2026 Cliff:  Leveraging Installment Sales to Trusts

Posted at 19:41h in Business Succession, Financial Protection, Trusts

For many high-net-worth families, a business represents not just wealth but a legacy. Passing it on to the next generation in a tax-efficient manner is a key estate planning goal. ...

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04 Oct Remarrying? How to Protect Your Children’s Inheritance

Posted at 10:48h in Business Succession, Financial Protection, Trusts, Wills

Hi Everyone! This past weekend I got together in Dallas with my old college friends for the Texas A&M/Arkansas game.  It was great catching up with all of them after many...

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24 Jul Do You Need an Attorney for Your LOI?

Posted at 15:49h in Business Planning, Business Succession, Estate Planning, Trusts, Wills

John, a successful owner of a family-run manufacturing business valued at $20 million, finally decides to sell. After years of hard work and dedication, he receives an attractive offer from...

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Based in New Jersey. We’re 100% remote and proudly serve clients nationwide.

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Top Rated Business & Estate Lawyer

Rated By Super Lawyers Len Garza
Peer Rated for Highest Level of Professional Excellence
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