This is a great resource for families and individuals who want to protect assets and who want to be informed consumers of legal and estate planning services. It takes some complicated topics and presents them in ways that lay people can understand. It will help families considering estate planning to understand more of their options.”
— Steven J. Oshins, Esq.
“Brenda and David have produced an invaluable resource and primer on the major strategies to help families save on estate taxes and to protect their families from creditors. They take sophisticated concepts and break them down into an easy and understandable guide to help clients. As an estate planning CPA, I know the tax strategies that can save families millions, but Brenda and Dave marry those strategies with innovative asset protection and preservation techniques to help their clients.”
— Richard Muscio, CPA