Real Estate Services

Estate Planning & Administration

Asset Protection Planning

Business Planning

Business Succession Plan

Asset Protection Planning

Asset Protection Planning is a vital concern for health care professionals, high risk professionals and individuals/families with significant net worth. With a valid asset protection plan, a creditor's attempt to reach personal assets can be discouraged. Every asset protection plan is unique to a client's portfolio and level of risk. A proper asset protection plan may include the use of:

  • Grantor Trusts
  • Irrevocable Trusts
  • Corporations & Limited Liability Companies
  • Joint Ownership Strategies
  • Family Limited Partnerships
  • Transfers of Assets
  • Factoring of Receivables
  • Annuities and Life Insurance