Asset Protection Planning

Nobody Expects to Be Sued

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.

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

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.

Risky Business

Here’s some of the “risky behavior” you may be engaging in right now:

Will you be signing loan documents, a personal guarantee or a lease?

Do you have rental properties or employees? Are you an attorney or physician?

Do you work in construction or perform professional services?

Are you getting married and have children from a prior marriage or separate property assets you are bringing into the marriage?

Here’s the thing: all of these activities are activities I want to see you do more of! But I don’t want them to impact your life negatively.

How You Can Take Maximum Risk With Minimum Worry

I set up your estate planning to ensure that you can take maximum risk with minimum worry.

I assist clients in determining the appropriate level of asset protection planning for their particular circumstances. Il consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts.

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, schedule your Family Wealth Planning Session and we will talk it through.