Asset protection planning
Nobody expects to be sued. Unfortunately, 20 million people were involved in lawsuits last year alone. There are a ton of issues that can result in devastating lawsuits for unprepared business owners.
The biggest level of risk is on those who think they are immune.
As your success grows, the more risk you take on, especially if your success comes from business, professional practice, or real estate activities. It is becoming increasingly important to protect your assets against creditor claims, taxes, divorce, or other disasters.
Are You At Risk?
There are multiple risky behaviors you may be involved in right now without you even realizing it! Those behaviors include:
Signing loan documents, a personal guaranty or a lease in the near future
Having rental properties or employees
Being an attorney or physician
working in construction or performing professional services
getting married soon? if so, do you have children from a prior marriage or separate property assets?
Here’s the catch… you can do all of these things, we just don’t want you to create a negative impact on your life or your future!
There is a way to take maximum risk with minimum worry
That’s where we come in. We work with our clients to find the best level of asset protection planning for their specific situations. We take everything into account: insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, Partnerships, corporations, and asset protection trusts to make sure you have the best strategy to protect your assets both while you are alive and for your family after you are gone.
