Enhance your business protection and management with our tailored business trusts. Enjoy benefits like liability protection and efficient asset management, allowing you to focus on what you do best: running your business.
Protect your loved ones from financial pitfalls. Our spendthrift trusts provide a safety net, ensuring that beneficiaries receive support without risking their inheritance to creditors or poor financial decisions.
Create a lasting legacy for your family. Our family trusts help you preserve wealth across generations, offering flexibility and control over how your assets are distributed and managed.
Protect the legacy of your non-profit with a charitable trust that allows donors to support charities while benefiting from tax and estate planning advantages.
Grow your wealth strategically with our investment trusts. Designed for long-term success, our investment trusts provide diversification and professional management to help you achieve your financial goals
Through Covenant Estate Planning life insurance collaborative partnerships, we can refer you for life insurance solutions that can assist you in becoming your own bank with Infinite Banking Strategies and many other types of policies.
Get professional tax services for your business or personal tax affairs with our Enrolled IRS Tax Agents. Enrolled Agents, like attorneys and certified public accounts (CPSs), have unlimited practice rights. Get expert tax advice for your personal, business and estate.
A 508(c)(1) Corporate sole is a religious organization or non-profit organization that is automatically considered tax-exempt under Section 508(c)(1)(A) of the Internal Revenue Code.
A 501(c)(3) is a non-profit established exclusively for the purposes of charitable, religious, educational, scientific, literary and other non-profit organization activities.
Helping Clients Prepare Effective and Personalized Estate Plans and Trust You Need to Protect Your Legacy.
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