Now in it’s second printing, Wealth Preservation & Legacy Creation is a book covering advanced planning topics for high-net worth individuals, families and business owners. The book was written after a failed search to find a comprehensive resource for clients. Since its release in 2006, Wealth Preservation & Legacy Creation has become a valued resource for business owners, high-net worth clients, CPAs and attorneys entering advanced financial designs, estate, tax and business planning. With real examples and implementable strategies, this volume promises to be an often consulted resource as you plan your financial future.
Wealth Preservation & Legacy Creation is our gift to all those who visit with one of our advisors at Total Wealth Management for a complimentary financial consultation.




