Asset Protection Planning: Protect Your Dream

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:

• Will you be signing loan documents, a personal guaranty or a lease in the near future?
• 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 soon?
• Are you or will you be getting married and you have children from a prior marriage or separate property assets?

Here's the thing: All of these activities are activities we want to see you do more of!

But we do not want you to create a negative impact on your life or your future.

How You Can Take Maximum Risk With Minimum Worry

This is where we come in. We set up your estate planning in proper ways 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.

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 Family Wealth Planning Session and we will talk about it one-on-one.