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Piggy bank and woman hand hold the black umbrella for protect on sunlight in the public pa

ASSET
PROTECTION
PLANNING

Nobody expects to be sued.

Just ask the millions of people involved in lawsuits last year.

 

Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits.

 

Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. 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:

Will you be signing loan documents, a personal guarantee or a lease?

 

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 and have children from a prior marriage or separate property assets you are bringing into the marriage.

 

Here’s the thing: all of these activities are activities I want to see you do more of!

 

They are, in many ways, the spice of life.  But we don’t want that spice to become too hot and impact your life negatively! To ensure that you can take maximum risk with minimum worry, we can determine the appropriate level of asset protection planning for your particular circumstances. 

 

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact me for a preliminary consultation or schedule a Life & Legacy Planning Session.

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