People Don't Buy Trusts.
They Buy Peace of Mind.
Living Trusts, LLCs, Irrevocable Trusts, Personal Property Trusts — those are tools. What families actually want is protection, security, control, privacy, and a legacy that lasts. Below are the ten systems we build around those outcomes.
One Architecture. Ten Coordinated Systems.
Each system is a subsystem of one idea: a complete, customized strategy to protect your family's wealth. The right fit depends on your assets, your goals, and your stage — which is exactly what your strategy session is for.
Family Legacy Protection Plan
Revocable Living Trust (RLT)
For families who want organization, privacy, and a fully coordinated estate plan that keeps their wealth out of probate.
Includes RLT, Pour-Over Will, Financial & Medical POA, HIPAA, Living Will, Trust Funding Plan, and estate coordination.
Long-Term Care Wealth Protection Plan
Medicaid Asset Protection Trust (MAPT)
For families concerned about protecting wealth from the potential financial impact of long-term care and nursing costs.
Includes MAPT, deed prep, funding instructions, trustee training, successor-trustee guide, Medicaid planning education, and attorney review.
Veterans Wealth Protection Plan
Veterans Asset Protection Trust (VAPT)
For veterans and surviving spouses coordinating benefit planning, asset preservation, and legacy planning.
Benefit-aligned structuring designed to preserve assets while planning ahead for care and family security.
Advanced Family Wealth Transfer Plan
ILIT / SLAT / IDGT
For families facing estate-tax exposure, business succession, or creditor exposure who want to move wealth intentionally.
Irrevocable strategies designed to help preserve more of what you’ve built for the people you love.
Advanced Wealth Transfer Strategy
GRAT / QPRT / GRUT / GRIT
For high-net-worth families with rapidly appreciating assets, large real estate, or closely held businesses.
Sophisticated transfer vehicles selected and coordinated to match your assets and timeline.
Retirement Asset Protection Plan
Stand-Alone Retirement Trust (SRT)
For families who want to protect qualified retirement assets (IRA / 401k) as they pass to their heirs.
Designed to keep retirement wealth protected and directed for the next generation.
Lifetime Care Protection Plan
Supplemental Needs Trust (SNT)
For families providing for a loved one with special needs without jeopardizing benefit eligibility.
Structured to preserve eligibility while providing lifetime support and dignity.
Advanced Spousal Wealth Planning
Lifetime QTIP Trust
For married couples who want to control asset disposition while fully providing for a surviving spouse.
Balances provision for your spouse with long-term control over where assets ultimately go.
Charitable Legacy Planning
CRT / CLT / Private Foundation
For families with charitable intent who want to create impact and coordinate meaningful tax planning.
Charitable vehicles designed around your values, your family, and your tax picture.
Family Office Wealth Protection System
Custom Family-Office Design
For ultra-high-net-worth families needing full family-office design, governance, succession, and integration.
A comprehensive, custom architecture coordinating every entity, asset, and generation.
Prices shown are floor pricing for a standard engagement and are paid in full before work begins. Final fees are determined after your Wealth Protection Strategy Session based on your assets, entities, funding, drafting complexity, attorney review, and state-specific requirements.
The Individual Structures That Build Your System
Not every family needs a full system on day one. Many start with a single structure and grow into a complete plan. These are the building blocks we coordinate inside every Wealth Protection System.
Land Trust
Title real estate privately and keep ownership off the public record.
Personal Property Trust
Structure titled and financial personal property for privacy and protection.
Bank Account Trust
Add a layer of structure and privacy around financial accounts.
LLC Business Trust Suite
Coordinate business ownership inside a protective structure.
Comprehensive Protector Suite
Land Trust + Personal Property Trust + Bank Account Trust, together.
Living Trust
A revocable living trust to coordinate and direct your estate.
A Simple Rule For What Belongs In A Trust
Two frames make it easy to understand where your assets go. During your session we map your specific holdings to the right structure.
"If it holds money → $1,500"
Bank & brokerage accounts, trading accounts, crypto, alternative investments, government/fixed income, insurance & annuities. The financial side of your life, given structure.
"If you can touch it → $750"
Vehicles, boats & RVs, precious metals, collectibles, firearms (with compliance), high-value equipment and household assets. The physical side, protected.
Important: retirement accounts (IRA, 401k, pensions) and custodial/education accounts (529, UGMA, UTMA) are not placed into personal property trusts, to avoid tax penalties and ownership conflicts. We'll flag these for the correct strategy.
Let's Find The Right System For Your Family.
In one conversation, we'll identify where you're exposed and which system is designed to protect what matters most.