This is the process of protecting, growing and preserving your assets during your lifetime and upon your death by effectively utilizing various tax and estate planning techniques and vehicles. Wealth Preservation should be the keystone of your estate and tax planning and should complement and complete your planning. It is much more than just having a Trust and/or Will. Wealth Preservation may consist of setting up Irrevocable Life Insurance Trusts, Charitable Remainder/Lead Trusts, Qualified Personal Residence Trusts, Grantor Retained Unit /Annuity Trusts, Family Limited Partnerships, Asset Protection Trusts, etc. We work with each client individually to make sure their estate plans are wealth preservation plans.