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Asset Protection:

Safeguard What's Yours

You’ve worked hard to build what you have — you shouldn’t have to worry about losing it now. Our team helps you implement a plan that will give you peace of mind, no matter what threats come knocking.

We'll Help You Neutralize Threats Before They Happen

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Asset Protection Strategies

Threats to your assets can come from multiple directions — future creditors, the end of business or personal relationships, lawsuits, and unnecessary taxes. But with the right mix of strategies you can protect your assets before a claim or liability happens.

Liability Insurance Protection

Protects you if someone brings an injury or damage claim against you.

Statutorily Protected Assets/ Ownership

Affords legal claim and protection to property, assets, or business entities.

Domestic Asset Protection Trusts

ADAPTs protect your assets from creditor claims while allowing you to keep access to the funds in the trust.

Spousal Lifetime Access Trusts

A SLAT is a type of irrevocable trust that allows you to dodge the heaviest taxes when sharing wealth with your spouse.

Third Party Defective Asset Protection Trusts

In this trust, control of, rather than possession of, assets are passed to beneficiaries, safeguarding assets and optimizing tax liabilities.

Foreign/Offshore Asset Protection Trusts

When established correctly, these trusts place your assets out of reach of most creditors.

Don’t Let Your Assets Stay at Risk

Peace of Mind Comes from
Knowing Your Family Is Protected

Anticipate the Unexpected

Threats come without warning, and the biggest ones are often the most unexpected. Preparation now can eliminate worries for years to come.

Know What’s Worth Your Time

The marketplace is full of conflicting information. How do you know what asset protection strategies make sense for you? Our legal team can help you weigh the pros and cons so you
can get the protection you need without any products you don’t.

Find the Balance Between Safety and Access

The best strategies keep your assets close enough to stay in your control, but guarded enough that they’re outside the reach of threats. We’ll help you achieve this important balance.

Keep More of What’s Yours

When your assets are protected from tax and legal liabilities, you can sleep well, knowing more of your
hard work goes towards enriching your life and providing for your loved ones.

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Let’s Take it One Step At a Time

First, Book a Complimentary Discovery Call

No obligation. No fee. Just a chance to ask questions and get some answers.

How Does Asset Protection Work?

Learn more with these free resources.