Asset Protection 

Overview

Asset protection is a strategic planning tool designed to safeguard personal and business assets from potential risks.

This strategy involves structuring assets in ways that make them legally compliant and less accessible to creditors' claims. 

Risks we can help you guard against may include lawsuits, creditors, and other financial liabilities. 

Whether it's asset protection for doctors or asset protection for business owners or asset protection in general, we can help.

Timing is Everything

"Asset protection is best served cold." In other words, don't wait for an emergency before you get an asset protection plan in place. It is best to act now.

What Are the Tools?

Our law firm uses time tested methods and carefully planned wealth preservation strategies involving Revocable Trusts, Irrevocable Trusts, Limited Liability Companies (LLCs), C Corporations, S Corporations, and Limited Partnerships (LPs), as well as other structures, to build a financial shield for you.

Equity MAtters

Whether it's your house, your business, or your investment accounts, you want your hard earned equity to be protected. Let us help you learn how.

Domestic vs. Offshore Planning

Whether you want to keep assets in the U.S. or move them offshore is a question that deserves detailed attention and is best answered based on a review of your circumstances and goals.

Estate Planning = Asset Protection = Tax Planning

Sophisticated planning involves integrated planning or a combination of several aspects of planning that blend together to mitigate risk and support your overall vision.

Seeing Is Believing

We create a customized Visio diagram that provides a visual for you and your advisors of your integrated plan. This is an invaluable resource for you and your family as you grow generational wealth.

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