It is natural in our practice that we incorporate asset protection in our client's estate plan to provide them with a comprehensive plan that protects their assets from unnecessary taxes, lawsuits, bankruptcy, creditors or divorce. If you are a business owner or before you make any life changing decisions we can assist you to implement risk management strategies in your estate planning to protect your resources.
We can help you identify assets that are protected under both state and federal laws and determine the best estate planning tools to strategically protect your assets. Additionally we work with our client's financial advisors to utilize assets such as life insurance to transfer risk, protect businesses, and transfer wealth tax free; qualified retirement plans, Annuities to protect investments.
During estates administration we claim all exempt property, address creditors' claims, to maximize heirs' inheritance, to protect their family legacy.
Asset protection planning should not be approached after a problem arises. To avoid fraudulent transfers and conversions you should incorporate asset protection as part of your estate plan.