Asset Protection Planning

Asset protection planning is not achieved by any one specific strategy. Nor is there a “one-size-fits all” solution. The strategies that are right for protecting your assets can be achieved once we assess the type of assets you own, your specific risk factors, and the level of protection you desire.

Nobody Expects to be Sued —
Just Ask the 20 Million People
Involved in Lawsuits Last Year

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 Meeting.

And if you have a business, your very first step is to ensure that your business is set up correctly; contact us for a Small Business Legal Audit.