Wealth Protection

Wealth protection and conservation is an important piece of estate planning.

In a society where lawsuits are all too common, you must be mindful of asset protection when dealing with sizable accumulated wealth. Whether you have fallen into a large windfall though an inheritance, lawsuit, lottery winnings, or through the sale of a business or large contract, considering the various options to protect your assets is essential. 

We can evaluate your individual circumstances and discuss various planning techniques to ensure you are protected.  Whether it be titling issues, creating an LLC or various other business structures, or simply the use of umbrella insurance policies, we will find the appropriate strategy that fits your needs.

Contact us today for a free consultation and review.