Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year. 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. That’s where we come in. We can set up your business and life structures to ensure that you can take maximum risk with minimum worry.

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

Here’s some of the “risky behavior” you may be engaging in right now:

Here’s the thing: all of these activities are activities we want to see you do more of! They are, in many ways, the spice of life.  But we don’t want that spice to impact your life negatively.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We help you to create a personalized plan that includes as much asset protection as possible. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.