Asset Protection

Nobody expects to be sued – just ask the 20 million people involved in lawsuits last year. The more success you have (especially in business), the more at risk you are as others see your success grow. This is where we come in. We help set up your business and life structures to ensure that you can take maximum risk with minimum worry.

Our Approach at Family First

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 for unprepared families and business owners.

The highest level of risk falls on those who think they are immune.

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

The more success you have, the more exposed you are as others see your success grow.

Here is some of the “risky behavior” you may be engaging in right now without even realizing it:

  • Will you soon be signing loan documents, a personal guarantee, or a lease?
  • Do you have rental properties or employees?
  • Are you an attorney, physician, or other licensed professional?
  • Do you work in construction or perform services for others?
  • Are you divorced, or getting married into a blended family?
  • Do you have children from a prior marriage or separate property assets?

Here is 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 do not want your creativity and activities to impact your life negatively.

This is where we come in. We can set up your business and life structures to ensure that you can take maximum opportunity with minimum worry.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.

Read on for more…

We Help:

  • Nuclear families, blended families, and non-traditional families
  • Business owners and entrepreneurs
  • Divorcées and widowers
  • Professional service providers
  • Landlords and tenants
  • Those who want to protect their hard-earned assets as much as possible

Do You Need a Trust?

We help you to create a personalized estate plan that includes as much asset protection as possible, alongside your life and legacy plan. This is foundational to any supplemental planning that you might need. 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.

  1. Lifetime Asset Protection Trusts For Your Beneficiaries
  2. Domestic Asset Protection Trusts
  3. Qualified Domestic Trusts
  4. Qualified Personal Residence Trusts
  5. Foreign Asset Protection Trusts
  6. Family Protection Trusts
  7. Other Irrevocable Trusts Depending On Your Circumstances

Schedule A Discovery Call Today

Hiring a trusted counselor for your family shouldn’t feel overwhelming. We’re here to make it simple.

By scheduling a free, 15-minute Discovery Call with one of our team members, you can share your questions and concerns, learn more about our firm values and process, and determine if moving forward with our firm is the right next step for your family.

Click below to get started!
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