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.
Here are some of the risky behaviors you may be engaging in right now without even realizing it:
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 and business 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.
Plus, if you are a business owner, your very first step to ensure that your business is set up correctly is to schedule your person LIFT Your Life And Business Planning Session. We will uncover any gaps in your business foundation so you can plug those gaps immediately and feel more creative and expansive in your business.
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who we are
We help businesses and families plan for the future
Get in touch
Hours of Operations:
Monday - Friday: 9:00am - 5:00pm
Saturday - Sunday: Closed
Mailing Address (We see Clients Virtually)
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