Asset Protection

The term “asset protection” can refer to insurance, investments, or simply saving money. But in the estate planning context, asset protection refers to structuring assets and using tools to preserve the wealth that a person has built over their life.

Our unique asset protection process helps you protect what’s important to you. When you sit down with us for a consultation, we begin by learning about you, your family, your goals and values, and your assets.

Next, we analyze your risk level – in other words, how likely are the things important to you to be taken from you by long-term care costs, a lawsuit, spousal remarriage, a beneficiary who is a poor money manager, or one of your children getting divorced after you pass away?

We then return to your assets and devise a strategy to protect them. Different types of assets require different asset protection techniques. Our firm can help protect your primary residence, retirement accounts (including 401(k)s, IRAs, TSPs, Roth accounts, etc.), second homes or vacation homes, family land, rental property, business interests, and even firearms.

Finally, we put it all together into a plan that we make sure works for you and your family.