You’ve worked tirelessly to grow a nest egg for your family - not creditors. Yet, our society has become increasingly litigious. And high net-worth professionals with practices that involve great risk, like physicians, business owners, and real estate investors, are an attractive source of profit.

The good news is that we can employ various strategies to preserve your assets both during your life and after death. During the planning process, we will consider insurance, prenuptial agreements, gifting, LLCs, asset protection trusts, and other methods to protect you, your family, and your business. Our holistic approach to planning provides layers of protection against unnecessary taxes, malpractice suits, divorce, and more.

Remember that the best, and frankly only, time to begin the process of asset protection is before a lawsuit, claim, or liability arises. Afterward, any asset protection efforts may be considered fraud against the creditors.

Book a session with us today to learn more.