Asset Protection

We assist clients in all aspects of asset protection and wealth preservation, including strategic tax and corporate planning. We are well versed in state and federal laws and can guide our clients who are seeking to lawfully preserve their assets. We will coordinate our asset protection services with estate planning and other tools to achieve a comprehensive and efficient plan for the client.

Areas of Focus

Specific areas of focus include strategic planning with homestead property, insurance, annuities, wage accounts, shifting ownership, creation of limited partnerships and limited liability companies, and asset protection trusts.