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Private wealth planning revolves around strategies that guide the development and implementation of specific solutions for satisfying client needs and objectives.

Asset Protection

Within the context of wealth planning and protection, assets include financial, insurance, and physical entities having a role in helping individuals enhance and preserve their wealth for themselves and their heirs.  Accordingly, each of the strategies and solutions applied to an individual's needs and objectives seek to ensure that individual assets are protected as much as possible.


As an example, a particular trust might be considered as a way to reduce estate taxes, but may not fit within an overall strategy to provide protection against creditors and predators; while a different form of trust might be able to do both - reduce taxes and provide creditors and predator protection.

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