• Cleveland 216.674.3800
  • Akron 330.867.7350
  • Beachwood 216.292.6120
  • Kent 330.678.5203

Wealth Management

Asset Protection Planning

You’ve worked hard to accumulate wealth and want to make sure you take the appropriate steps to protect it. We will advise on trust structures and basic loan documentation methods to help insulate your assets from the risks inherent in doing business. Accumulation of equity in an S corporation can be structured to prioritize this claim over those of an unsecured creditor.

College Funding – 529 Plans

Paying for college is a big concern for many people – and a 529 Plan can be a great vehicle to set aside funds for future college costs. Whether you are a student, parent or grandparent, AGP can help explain the tax benefits and rules of the different types of plans, and help you choose the one that best meets your needs.