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Estate Planning

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Domestic Plans and More

If you seek a traditional estate plan, you will be interested in the description of our trust and estate practice at right.

But for many business owners, professionals and other high net worth individuals, conventional estate planning falls short of their needs.

You, your company or your professional practice may be an attractive litigation target, and Phil Rupprecht can help you create a domestic or offshore asset protection and wealth preservation structure to help you keep what you have worked so hard to achieve.

An offshore (also known as "foreign" or "international") trust, legal entity and other structures can shield your accumulated wealth from unforeseen claims and risks, including unnecessary taxes.

  Phil Rupprecht: Protecting the wealth of at-risk clients has been a major focus of his practice for more than a decade

Experience the peace of mind of having your financial house in order, with an effective combination of trusts, wills and other estate planning tools.

You have worked hard to achieve the lifestyle and net worth that you enjoy today. And you want to make sure that, after your death, your assets go to the people you care about. Not to the government, and not to unintended recipients.

Accomplishing those goals requires an effective estate plan that reflects your unique situation, values and assets and the estate planning experience of Phil Rupprecht. With the right plan in place, you can be confident that your assets will be distributed in accordance with your wishes. You can protect your heirs from avoidable taxes. And you can enjoy a precious gift: peace of mind.

A broad, complex range of planning options is available to you, from conventional wills and trusts to offshore financial planning and asset protection. Helping you understand which methods are most appropriate for your situation is a valuable service that you can count on in creating the most effective plan for you and your family.