Nobody expects to be sued. Just ask the 20 million people involved in lawsuits last year.

Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. The highest level of risk falls on those who think they are immune.

Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce and other disasters. Rightly so.

The more success you have (especially in business, professional practice or real estate activities), the more at risk you are as others see your success grow.

Here’s some of the “risky behavior” you may be engaging in without even realizing it:

• Are you divorced, or getting married into a blended family?

• Do you have children from a prior marriage or separate property assets?

• Are you an attorney, physician, or other licensed professional?

Here’s the thing: all of these activities are activities we want to see you do more of! They are, in many ways, the spice of life.  But we don’t want that spice to become too hot and impact your life negatively.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.

What We Do

We help create a personalized plan that includes as much asset protection as possible. We have thoughtfully packaged what we do into customizable options for you and your family, and all of our fees are flat-rate and agreed to in advance so there are no surprises.

1. Lifetime Assest Protection Trusts for Your Beneficiaries

2. Family Protection Trusts

3. Other Irrevocable Trusts Depending on Your Circumstances