Asset Protection

Contrary to what many people believe, asset protection is not the same as risk management. Asset protection involves exploring legal strategies to safeguard our clients’ assets from creditor claims or other legal actions. 

Available services include:

  • Identify wealth-transfer strategies
  • Collaborate with estate attorney and tax professional on wealth transfer strategies
  • Assess liability exposure
  • Review titling of liquid and nonliquid assets
  • Identify what trusts are needed, such as:
    • testamentary trusts
    • grantor trusts
    • spousal limited access trusts
    • qualified terminable interest trusts
    • irrevocable life insurance trusts
    • special needs trusts
    • qualified personal residency trusts

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