This Powerpoint Presentation provides an introduction to Asset Protection. It describes how certain techniques, such as a Family Limited Partnership and Off-shore Trust, can give you peace of mind that your wealth is protected from frivolous lawsuits.

This booklet will help you gather information necessary to do proper planning. You will need to fill out this form prior to an initial estate planning meeting. You will also need to gather the documents requested in this form and bring those documents with you to your initial meeting.

This booklet will give you an introduction to Estate Planning, my process and my fees. It will explain some of the pitfalls you can encounter in your planning, and show you my process for creating a plan that works.