OUR SERVICES

Asset Protection Planning

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.

Being sued or being involved in a lawsuit is more of a reality now than ever before.

Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. Rightly so. Why?

Because divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.

The more success you have (especially in business, professional practice or real estate activities), the more at risk you are as others see your success grow.

That’s why and where we come in! We can set up your business and life structures to ensure that you can take maximum risk with minimum worry.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Family Wealth Planning Session.

Get a free 15-minute consultation

We would love to help you.

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