Two Sides of the Same Coin…
Usually if you have planned your estate, you have also tried to protect your assets from being taxed. If things are included in the estate, they will be taxed, so assets need to be moved out and made unavailable to the government.
Who are we protecting our assets from?
Without an estate plan assets aren’t just susceptible to “Uncle Sam”, they can also be exploited by creditors and predatory litigators. We can protect your assets so that they become unavailable to outsiders, even if an individual is sued, the assets won’t be subject to seizure.
We can help you decide:
- What you’re protecting
- What you’re protecting it from
- Who you’re saving it for
The clearer we are on your situation, the more effectively we can plan for your and your family’s future.