Asset Protection Planning

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Nobody expects to be sued. Just ask the 20 million people who were involved in a lawsuit last year.

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Divorce, inheritance disputes, health issues, creditors, employees, theft, shifting markets, malpractice suits, harassment claims, natural disasters, disgruntled business partners — these are just a few of the issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they're immune.

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Now more than ever Americans are more concerned about protecting their assets from creditor claims, taxes, divorce, and other disasters. Rightly so — the more success you have (especially in business, a professional practice, or real estate), the more you're at risk, simply because others see that success grow.

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Are you engaging in "risky behavior" right now?

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• Signing loan documents, a personal guarantee, or a lease

• Owning rental properties or having employees

• Working as an attorney or physician

• Working in construction or performing professional services

• Getting married while bringing children from a prior marriage, or separate property, into the relationship

 

The good news

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All of these activities are things we want to see you doing more of — they're the spice of life. We just don't want that spice to get so hot it burns you.

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That's where we come in. We help you set up business and life structures so you can take maximum risk with minimum worry.

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How we help

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We work with clients to determine the right level of asset protection for their unique circumstances, drawing on tools like:

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• Insurance

• Prenuptial agreements

• Asset segregation

• Choice of jurisdiction

• Gifting strategies

• LLCs, partnerships, and corporations

• Asset protection trusts

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These are layered and customized based on each client's needs.

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Ready to protect what you've built?

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There are many strategies to protect your assets — both while you're alive and after you're gone. To find out which ones are right for you, contact us for a Life & Legacy Planning Session.