Areas of Practice
Asset Protection
Protect What You’ve Built
When you bought your first investment property or started your business, you may not have thought about shielding your personal assets or putting a formal structure in place. As you've grown from one property to several, or from a small business to a mid-sized company, your exposure has grown too.
Where Wealth Is Vulnerable
A lawsuit, a divorce, or the death or incapacity of a business partner can put both business and personal assets at risk if the right protections aren't in place. A claim against your business can also reach your personal wealth when ownership isn't properly structured.
How We Protect It
We design protection strategies around your specific holdings, which can include:
Separating real estate and business assets into appropriate entities
Structuring ownership to limit liability between properties and ventures
Using trusts to protect assets for you and your heirs
Coordinating protection with your estate and tax plans so each supports the others
Protection Requires Maintenance
Entities only protect you when they're properly maintained. We can handle ongoing state filings, annual minutes, and corporate records so your structure holds up when it matters. Talk to us about a maintenance plan during your strategy session.
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Brian did a remarkable job collating the required documentation to get my trust/will developed prior to my deployment in support of an armed service mobilization. His efforts to develop a customized estate plan were exactly what I needed to confidently deploy for 13 months. He has a great demeanor, a talent for clarifying any technical/legal verbiage, and proved to be an invaluable asset for me as a service member.
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-Ashley