1
Plan
Assess your financial position. Repair credit. Create a roadmap. Education before transaction.
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The Final Pillar
If It's Not Protected, It's Not Yours.
Estate Planning • Trusts • Asset Protection • Legacy
You've built wealth. You've acquired assets. But without proper protection, probate court, lawsuits, and taxes can steal everything from your family. The "Protect" pillar ensures your legacy survives for generations.
WEALTH STRATEGIST
Probate Court: The #1 Thief of Generational Wealth
Every year, families lose homes, equity, and entire legacies to probate court — simply because they didn't have proper protection in place. The process is public, expensive, and takes years. Don't let your family become a statistic.
Plan. Purchase. Protect.
The three-pillar framework that transforms renters into owners and assets into legacies.
2
Purchase
Execute the acquisition. Strategic financing. Local to global. $1M to $10M+.
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Protect
Secure your assets. Trusts. LLCs. Estate planning. This is where assets become legacies.
You Are HereWithout Protection, You Risk Everything
Here's what happens when assets aren't properly protected.
Your Home Can Be Sold
To pay debts, taxes, or court fees — even if family members are still living there.
Your Equity Disappears
Legal fees, court costs, and delays can consume 5-10% or more of your estate's value.
Your Family Fights
Without clear documentation, siblings and relatives battle over who gets what.
Your Privacy Is Gone
Probate is public record. Anyone can see what you owned and who inherited it.
Lawsuits Take Everything
Without LLC protection, a single lawsuit can pierce through to your personal assets.
Nursing Homes Drain Wealth
Without Medicaid planning, long-term care costs can deplete an entire estate in 2-3 years.
How We Protect Your Legacy
The "Protect" pillar ensures your assets survive for generations.
Living Trusts
Bypass probate entirely. Assets transfer directly to beneficiaries — privately, quickly, without court.
LLC Formation
Hold investment properties in LLCs. Protect personal assets from lawsuits and liability.
Tax Strategy
Minimize estate taxes. 1031 exchanges. Cost segregation. Keep more wealth in the family.
Insurance Optimization
Comprehensive coverage review. Homeowners, landlord, umbrella, liability policies.
Beneficiary Planning
Clear documentation of who gets what. Prevent family conflict and honor your wishes.
Global Asset Protection
International structuring for global property. Protect assets across jurisdictions.
The Experts Who Guard Your Legacy
A fortress of specialists assembled to protect every aspect of your wealth.
Tayla Andre
Wealth StrategistArchitect of the Plan, Purchase, Protect framework. Coordinating your entire financial defense.
Starlene Alves
Estate PlanningTrusts, wills, probate avoidance, and asset protection strategies.
Shirley Carrington
Real Estate AttorneyClosings, entity structuring, LLC formation, and legal protection.
Whitney Miller
Tax StrategistTax strategy aligned with asset protection and wealth preservation goals.
Brian McMullen
Lending StrategistPrimeLending NMLS# 441856. Financing structures that protect and optimize.
Simon Szeto
Insurance SpecialistCurating policies that protect asset value and mitigate liability.
Ready to Protect Your Legacy?
Don't let probate court, lawsuits, or taxes steal what you've built. Let's create your protection plan and secure your family's future.
617-459-0041