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Asset Protection

A primary concern of virtually all investors is ensuring their assets are not unjustly taken from them. Although this issue is top of mind, we often find significant gaps in the coverage of those we meet.

As a fee-only advisor, our perspective is not influenced by any particular product. Here are some key issues we address:

  • Liability Insurance – Do you have sufficient personal protection against a lawsuit, and do your various entities likewise have sufficient coverage?
  • Property & Casualty Coverage – Do your policies cover the entirety of your personal property?
  • Legal Structures – To further contain liability, have you evaluated applicable entities where appropriate for the various components of your wealth (corporations, partnerships, etc.)?
  • Asset Protection Trusts – Should you consider various trust arrangements for one or more areas of your net worth?

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