Richard Alan Gaines

Most people avoid doing a trust because they have to face difficult questions about their mortality. We believe that doing a Trust is more like a vision and map guiding you to creating lasting wealth today and for the future. The Trust gives you the ability to look at the actions you can take each and every day to educate the family in investments, the family business, avoid debt, creditors and taxes and take the right actions that benefit the entire family.

Most people when they hear the term wealth think of money. We believe that wealth includes values, beliefs and traditions that are passed on to younger generations. Most common estate plans do nothing to prepare families and beneficiaries for receiving wealth. Usually they just have boilerplate providsions for how money will be distributed. We work with families and business to make sure they take the right steps and do the right actions to create lasting wealth.

There are three stepping stones to creating lasting wealth. One of those stepping stones is to protect your wealth. Protecting your wealth means that you have set up the right structures so that creditors and the IRS will not be able to break through and get your money. We make sure you have the right legal and tax structures to provide maximum flexibility and opportunity for you to protect your wealth for future generations.

One of the worst sinking feelings you can have is when you get a letter in the mail and it has Internal Revenue Service as the return address. We take the worry out of dealing with the IRS. In fact, we like dealing with the IRS because our skill and experience far exceeds their knowledge in dealing with tax issues. We make sure that you don't pay more than you are legally obligated by working together as a team to provide you with the best advice we can for you and your business