Asset Protection

"The contents of this material was published on April 27, 2020 and may be outdated and not reflect current facts. This materials should be used only as a reference."

ASSET PROTECTION

We believe a properly structured Asset Protection Plan should protect you from: taxes, lawsuit, and divorce.

Steps you should take to minimize risk:

1. Start early to identify your options.

2. Supplement your asset protection with the right type and amount of insurance coverage.

3. Protect personal assets with trust documents. Protect business assets with the right type of business entity.

4. Utilize estate planning to assist you with asset protection.