Preserving Wealth, Preventing Risk
Even great estate plans can quietly fail.
Many families come to us with documents that look fine—but under the surface, they’re riddled with risks. Beneficiary designations that override trust terms. Tax exposures waiting to be triggered. Gaps between what’s written and what actually happens.
Our job isn’t to redo your plan. It’s to pressure-test it.
We evaluate your current structures for:
- Exposure to estate, gift, and generation-skipping transfer taxes
- Unintended probate triggers
- Overconcentration in taxable or illiquid assets
- Mismatches between entities, ownership, and succession
- Vulnerability to lawsuits, creditors, or mismanagement
From there, we recommend layered solutions that fortify what you’ve built. That might mean restructuring entities, reallocating ownership, or integrating irrevocable trusts that preserve flexibility while minimizing risk.
Because your estate plan shouldn’t just protect assets on paper. It should preserve outcomes in real life.
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