We work with a team of attorneys and specialists to help businesses and high net worth families minimize taxes, reduce expenses and eliminate risks. With our strategic alliances, we can help handle all aspects of accounting needs, estate planning, compliance and business decisions.
Benefitting Benficiaries
Together with qualified professionals, we’ll help create a plan that is designed so your hard-earned assets go to your beneficiaries in the most tax-efficient manner.
Trusts
Probate
Charitable Giving
Estate Planning
IRA Legacy Planning
Offered by by Advanced Planning Specialists, LLC
A Complete Process
Estate planning is an integral part of a complete financial plan, including our Prosperity Blueprint®. Strategies, options and guidance, personalized to the goals you want to achieve. Learn more about our complete process on our main financial services page.