Asset Protection Planning

Nobody Expects to be Sued

Just ask the 20 million people involved in lawsuits last year.

Divorce, inheritance, health issues, creditors, employee disputes, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners – these 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. And 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 are some of the risky behaviors you may be engaging in right now without even realizing it:​

  1. Are you getting married soon?
  2. ​Do you work in construction or perform professional services?
  3. ​Are you an attorney or physician?
  4. ​Do you have rental properties or employees?
  5. ​Are you or will you marry and have children from a prior marriage or separate property assets?
  6. Will you be signing loan documents, a personal guaranty or a lease in the near future?

Reduce Risks with Proper Planning

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.

There are many different strategies to accomplish the protection of your assets both while you are alive and for your family after you are gone.

To find out which strategies may be right for you, schedule your Life & Legacy Planning Session and we will talk about it one-on-one.