WE HELP CLIENTS THAT ARE READY TO INVEST IN THEIR FAMILY AND BUSINESS TO PROTECT THEIR WEALTH AND SAVE TAXES
Why You Need Us
Are you afraid of what might happen to your loved ones if you become disabled?
Do you have a plan to protect your spouse and children when you pass away?
Is the inheritance you are leaving your loved ones protected against their possible lawsuits, divorces, or irresponsible spending?
Are you worried that when you pass away, the IRS will take half of your estate in death taxes?
Are you in a second or third marriage with children and step-children, and worry about whom will inherit your wealth?
Are you worried that when you pass away, the IRS will take half of your estate in death taxes?
Are you in a second or third marriage with children and step-children, and worry about whom will inherit your wealth?
Are you tired of paying high taxes and want to explore options to save by helping your community (charitable planning)?
Are you starting, selling, or purchasing a business and want to protect your investment and save taxes?
Is it time to protect your business against lawsuits? Is your wealth really protected, or do you feel vulnerable?
If you answered YES
to any of these questions
We can help!
Let us HELP you PROTECT your LOVE ONES, WEALTH, BUSINESS and INVESTMENTS
If you have any questions, please do not hesitate to contact us. We look forward to working with you!
Main Office
18756 Stone Oak Pkwy, Suite 200San Antonio, Texas 78258
Miami Office
1750 Coral Way, Floor 2Miami, Florida 33145
Houston Office
11511 Katy Freeway, Suite 640Houston, Texas 77079
Los Angeles Office
10880 Wilshire Blvd., Suite 1101Los Angeles, California 90024