Protect Your Legacy
You built it. Now protect it. Trusts, asset protection, and wealth transfer strategies that ensure what you create transfers to the people you care about—on your terms.
What Is Legacy Planning?
Legacy planning isnt just "what happens when you die." Its a comprehensive strategy to protect your assets during your lifetime and transfer wealth to the next generation efficiently, privately, and tax-optimized—so what you built lasts beyond you.
Asset Protection
Shield your wealth from lawsuits, creditors, and divorce through trusts, LLCs, and strategic legal structures that make your assets judgment-proof.
Tax Minimization
Estate taxes can take 40%+ of your wealth. Strategic planning reduces that to near-zero through trusts, gifting strategies, and proper structuring.
Wealth Transfer
Ensure your wealth transfers to the next generation according to YOUR wishes—not the government's default rules—while maintaining privacy and control.
Why Traditional Estate Planning Fails High Performers
❌ Generic Estate Plans
- • One-size-fits-all wills and basic trusts
- • No asset protection for high-risk careers
- • Minimal tax planning (costly mistakes)
- • No business succession strategy
- • Public probate process (no privacy)
- • Estate pays 40%+ in taxes unnecessarily
✅ Strategic Wealth Preservation
- • Custom trust structures for your situation
- • Multi-layered asset protection strategies
- • Tax-optimized wealth transfer (minimize estate tax)
- • Business succession and exit planning
- • Private trust administration (no probate)
- • Generational wealth that lasts 100+ years
Estate Planning Packages
Transparent, fixed-fee pricing based on complexity. No hourly billing surprises.
Essential
For individuals and young families starting estate planning
Comprehensive
For high earners, athletes, and business owners
Dynasty
For ultra-high-net-worth families building generational wealth
Not Sure Which Package You Need?
Every estate is unique. Book a free strategy call and we'll recommend the right package based on your assets, family situation, and long-term goals.
Book Free Strategy CallWhat Every Estate Plan Includes
Trust Structures & Wealth Transfer
Strategic trust design that avoids probate, maintains privacy, and transfers wealth efficiently to the next generation.
- • Revocable living trusts (probate avoidance)
- • Irrevocable life insurance trusts (ILITs)
- • Dynasty trusts (perpetual wealth protection)
- • Asset protection trusts (creditor shielding)
Asset Protection Strategies
Multi-layered legal structures that shield your wealth from lawsuits, creditors, and divorces while maintaining access.
- • Multi-entity LLC structures (liability separation)
- • Domestic asset protection trusts (DAPTs)
- • Family limited partnerships (FLPs)
- • Homestead and retirement optimization
Business Succession Planning
Ensure your business survives beyond you—with clear ownership transfer, management succession, and exit strategies.
- • Buy-sell agreements (death/disability triggers)
- • Key person life insurance structures
- • Management transition frameworks
- • Tax-efficient exit and sale strategies
Essential Legal Documents
The foundational documents every estate plan needs—powers of attorney, healthcare directives, and guardianship provisions.
- • Durable financial power of attorney
- • Healthcare power of attorney
- • Living will and advance directive
- • Guardianship designations for minor children
How Estate Planning Works
Our proven 5-step process for comprehensive estate planning:
Discovery Call & Asset Inventory
We start with a comprehensive review of your assets, family structure, business interests, and long-term goals. This helps us recommend the right estate planning strategy for your situation.
Strategic Planning Session
We design a custom estate plan that addresses your specific needs: asset protection for high-risk careers, tax minimization for high earners, business succession for entrepreneurs, and wealth transfer for families.
Document Drafting & Review
We draft all necessary documents—trusts, wills, powers of attorney, entity structures—and walk you through each provision so you understand exactly what you're signing and why it matters.
Execution & Trust Funding
We coordinate signing, notarization, and proper trust funding (transferring assets into trusts). This is where most estate plans fail—we make sure yours is executed correctly and fully operational.
Ongoing Maintenance & Updates
Estate plans aren't "set it and forget it." We provide annual reviews to adjust for life changes (marriage, divorce, births, business sales, asset growth) and evolving tax laws.
Who Estate Planning Is For
🏈 Professional Athletes
Short earning window, high income, lawsuit exposure. You need asset protection + wealth preservation before your career ends—not after.
How we help:
- • Protect earnings from lawsuits and creditors
- • Structure trusts for long-term wealth preservation
- • Minimize estate and income taxes
- • Plan for life after sports (business ventures, family)
💼 Business Owners & Founders
Your business is your largest asset. Without succession planning, it dies with you or gets sold for nothing in a fire sale.
How we help:
- • Create business succession and exit plans
- • Structure buy-sell agreements and key person insurance
- • Protect business assets from personal liability
- • Maximize value in sale or transfer to family
👨👩👧 High-Net-Worth Families
Estate taxes can take 40%+ of your wealth. Strategic planning cuts that to near-zero while protecting assets from creditors and lawsuits.
How we help:
- • Minimize estate and gift taxes (40% federal rate)
- • Create dynasty trusts for generational wealth
- • Protect assets from divorces and creditors
- • Maintain family privacy (avoid public probate)
🎨 Creators & Entertainers
Your brand, content, and IP are valuable assets. Proper estate planning ensures they're protected and transferred efficiently.
How we help:
- • Protect intellectual property and brand assets
- • Structure trusts for content monetization
- • Plan for ongoing royalties and licensing income
- • Ensure brand control after death (estate of rights)
Assess Your Estate Planning Needs
Take our free 5-minute assessment to discover which estate planning strategies you need based on your assets, family situation, and goals.
Estate Planning Assessment
Get personalized recommendations for wills, trusts, asset protection, and wealth transfer strategies based on your unique situation.
Free Estate Planning Checklist
High Earner's Estate Planning Checklist
Protect what you've built with wills, trusts, and asset protection strategies.
Ready to Protect Your Wealth for Generations?
Book a free strategy call and we'll create a custom estate plan that protects your assets, minimizes taxes, and preserves wealth for your family.
BOOK STRATEGY CALL →