
At Ethos, we believe true planning extends well beyond document preparation.
We integrate tax strategy, asset protection, business planning, and legacy planning into a unified, coordinated system designed to help families and business owners build, protect, and transfer wealth more efficiently, more effectively, and more personally.



An irrevocable trust that is generally designed to gift assets into for the benefit of loved ones such as children and grandchildren.

An Incomplete Gift Non-Grantor Trust designed to be used for asset protection without causing a taxable gift which would subject the gift to gift taxes.

This type of company can be used to minimize self-employment taxes and to protect business owners from liabilities arising from acting as an officer of their company.
