Asset protection planning is not achieved by any one specific strategy. Nor is there a “one-size-fits all” solution. The strategies that are right for protecting your assets can be finalized once we assess the type of assets you own, your specific risk factors, and the level of protection you desire.

We help our clients determine the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Family Wealth Planning Session.