Trusts were the first major recognizable entities in the United States, actually in the world, that were formed to transact business.
John D. Rockefeller formed Standard Oil Trust in 1863, and it became the largest oil refinery in the world.
Certain types of trusts still provide protection against the greatest threats to wealth: litigation and taxation.
Find out in minutes how much you can save on taxes with the Wealth Preservation Trust. Use our free tax calculator.
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We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.
We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.
Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.