Serving High-Net-Worth Families Nationwide Since 1983

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Protect your family – Preserve your assets

Protect your family – Preserve your assets

Creative Planning Legal uses an array of estate planning techniques to assist clients with ensuring their wishes for their family and assets are fulfilled, as well as protecting their assets from probate, creditors, and estate and income taxes . Using a process that has been proven and honed for 20 years, each plan is tailored with a focus on the client’s specific circumstances, wishes for beneficiaries, charitable goals and business succession needs.

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