The principle in developing a proper estate plan and asset protection strategy is to determine what level of risk you face, the assets and nature of the property you are protecting and the level of control that you are comfortable with.
We offer recommendations to protect all legal aspects of your life from pre-nuptial planning to probate avoidance and everything in between.
A good estate plan should ensure there are are no loose ends in the event you become incapacitated or have an untimely death. The plan should provide for the orderly succession of control over your healthcare decisions, legal affairs and transfer of assets.
A good asset protection strategy should provide protection for your property and investments from unnecessary or improper taxation, probate and litigation. The strategy should act as a discouraging agent for a legal opponent who is considering pursuing you, and secondly prevent your personal assets from being seized after a lawsuit is over.
We recommend a variety of strategies that offer increasing levels of financial privacy and protection.
