INTEGRATED DYNASTY ESTATE PLANNING
LIVE WELL, LEAVE A LEGACY™
We represent clients throughout the nation to help families turn wealth into a blessing rather than a curse. We help clients protect their estates for their heirs and from their heirs.
achieve this aim by combining time-tested experience with creative innovation. We are recognized as experts in the area of estate, business and asset protection planning by our clients, our professional colleagues and the public at large. We are commonly asked to publish, speak, and present educational seminars for the benefit of other legal planning professionals such as attorneys, CPA's and financial professionals, as well as the general public.
Some of our innovations include the Preventive Law strategy of minimizing risk before problems occur, the Legal Architecture method of diagramming both simple and complex client structures to increase client understanding, the Integrity Agreement approach to creating harmony in families and businesses, and holistic planning to integrate estate, business and asset protection tools in order to maximize wealth preservation and minimize taxes and disputes.
Innovation. Some of our innovations include:
The Preventive Law strategy of minimizing risk before problems occur
The Legal Architecture method of diagramming complex client structures
The Integrity Agreement approach to creating harmony in families and businesses
Integrated Planning to work with your advisory team to correlate all your business, tax, estate, asset protection, and charitable planning
Dynasty Planning solutions so that multigenerational wealth succession will be a blessing rather than a curse
1423 S Higley Rd Ste 127
Mesa, AZ 85206