Asset Protection Planning

Planning the day.

Asset Protection Planning

Nobody expects to be sued. Just ask the 20 million 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 some of the 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 life events. 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 questions to consider:

  • Will you be signing loan documents, a personal guaranty or a lease?
  • Do you have rental properties or employees?
  • Are you an attorney or a 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?


We assist clients in determining the appropriate level of asset protection planning for their particular circumstances. We take into consideration insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.


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 us for a Family Wealth Planning Session.


And if you have a business, your very first step is to ensure that your business is set up correctly; contact us for a LIFT (Legal, Insurance, Financial, and Tax) audit of your business foundation and recover any of the money that may be leaking from your business today.

Share Now: