Who expects to be sued?

From divorce, accidents, inheritance, health crisis, creditors, changing business markets, natural disasters and disgruntled business partners – these are just a few issues that can result in devastating lawsuits for unprepared individuals and 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 family’s assets from taxes, divorce, creditor claims, and other disasters. And 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.

Kathleen O’Day, Attorney at Law

Risky Business

Here are some of the risky behaviors you may be engaging in right now without even realizing it:

  • ​Will you be signing loan documents, a personal guaranty or a lease in the near future?
  • ​Do you have rental properties or employees?
  • ​Are you an attorney or physician?
  • ​Do you work in construction or perform professional services?
  • ​Are you getting married soon?
  • ​Are you or will you be getting married and you have children from a prior marriage or separate property assets?

Here’s the thing: These are all fantastic activities that have helped you live a more fulfilled life, but we do not want you to create a negative impact on your life or your future simply by doing the things you love.

How You Can Take Maximum Risk With Minimum Worry?

This is where we come in. We set up your estate planning in proper ways to ensure that you or your loved ones can take maximum risk with minimum worry.

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts.

There are many different strategies to accomplish the protection of your assets both while you are alive and for your family after you are gone.

To find out which strategies may be right for you, schedule your Life & Legacy Planning Session and we will talk about it one-on-one.