Funding and management of assets related to established trusts. Coordination with trust companies and attorneys in the creation of trusts.

Benefits protection strategies for families with special-needs children. Personal independence & financial security strategies for seniors & elderly dependents.

Sequence of retunes and liquidation of taxable, nontaxable, & qualified accounts to minimize tax impact and maximize account value.

Mineral rights, illiquid assets, Passive income sources, & Real Estate investments.

Gifting strategies to reduce the potential impact of gift or income taxation. Lifetime gifting to charitable organizations or individuals.

Generational Wealth transfer for estates