Domestic Asset Protection Attorney
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Overview of Corporations
Limited Liability Companies
Limited Liability Partnerships
Family Limited Partnerships
Irrevocable & Revocable Trusts
Equity Stripping

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The Financial Self-Defense Coaches
Online Assessment
Services We Provide
Asset Protection
Legal and Business Counsel
Business Turnaround
Estate Planning

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Planning Your Estate

We can help you integrate an Asset Protection plan with your present estate plan or—working with your estate advisor, create a comprehensive estate and Asset Protection program that will address every aspect of a long-term wealth protection strategy.

  • Only one in five Americans has a current will. Do you? Your will (or living trust) must be up to date or your assets could pass to unintended beneficiaries.
  • Your will and/or living trust must be reviewed annually. Your estate planning needs change as you age and so do your asset protection needs. A will that has become outdated can create more legal problems than your death without a will.
  • In addition to your will or living trust, a durable power of attorney should be in place for both healthcare and for your financial/legal affairs. By appointing an individual that can immediately represent you should you become incapacitated mitigates the risk of unintended asset distribution. A living will to indicate if you want your life artificially prolonged is also an essential requirement.

A knowledgeable estate planner is fundamental to any Asset Protection program. If you have a taxable or complex estate a skilled estate planner can prevent a fortune in estate taxes from being owed at your death. They can also provide perspective on many other ways to combine estate planning with Asset Protection.

PROTECT YOUR ASSETS TODAY!

The best defense is a good offense.