Protect Their Tomorrow, Today
Smart Estate Planning Made Simple
Protect Your Family's Future - Trusted by 10,000+ Families
Protect Your Family's Future Trusted by 10,000+ Families
Protect Your Family's Future in 3 Simple Steps
Protect Your Family's Future in 3 Simple Steps
"83% of Americans without an estate plan say it's too complex or time-consuming. We've solved that."
1. Free Estate Protection Review
Personal consultation via phone or Zoom
Assessment of your unique situation
Clear explanation of protection options
No-cost estate planning education
"The free consultation opened our eyes to protection gaps we never knew existed. Their specialist explained everything so clearly." - Sarah M.
2. Protection Plan Design
Custom strategy development
Lead attorney document review
Asset protection planning
Healthcare directive setup
Family inheritance planning
"They created a plan that perfectly fit our family's needs. Every detail was explained in plain English." - James & Maria K.
3. Sign at Your Location
Mobile notary service
All documents provided
Witness services included
Evening/weekend availability
Sign from home or office
"Signing was incredibly convenient - they came to our home after dinner." - Robert W.
Ready to Learn More?
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Free Digital Book: Master The Art Of Generation Wealth
Secure your legacy and empower future generations with our expert guidance
Key Topics to Cover:
Wills and Trusts: Ensure your assets are distributed according to your wishes
Tax Planning : Utilize strategies to reduce estate and income taxes
Retirement and Preservation: Grow your wealth while mitigating risk
Philanthropy and Giving : Create your lasting impact through charitable giving
Succession Planning : Seamlessly transition your business or investments
INHERITGUARD Solutions
Family Protection Planning
Transform Your Success Into Protected Legacy
✓ Protect What You've Built
✓ Minimize Tax Exposure
✓ Maintain Privacy
From Basic Protection to Complete Peace of Mind
Asset Control Protection
Keep Control When It Matters Most
Healthcare Decisions
Financial Protection
Family Authority
Professional protection that puts you in control
Strategic Wealth Preservation
Transform Your Retirement Into Tax-Free Income
Keep More of Your Money
Reduce Tax Exposure
Maximize Monthly Income
Strategic solutions for tax-efficient retirement income
Extended Care Protection
Smart Strategies for Future Care Needs
Asset Protection
Quality Care Access
Family Peace of Mind
Maintain independence while protecting your assets
Family Harmony Protection
Unite Your Legacy & Family Values
Fair Distribution Plans
Family Harmony Protection
Custom Protection Strategies
Your Blended Family, Your Legacy – Protected and Fair
The Executive Team
Eric Rodriguez
Financial Estate Advisor
Barry Kozak
Lead Estate Attorney
Bajis
Legal Professional
Haydee Paz
Director Of Operations
Client Testimonials
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Local Office / National Outreach
923 Haddonfield Rd STE 300
Cherry Hill , NJ 08054
