Asset Protection Planning
Protect Your Dream

Few people expect to be sued - just ask the 20 million plus people who were sued last year. Especially if you experience success in what you do - you’re much more likely to become the target of a lawsuit.

We view asset protection as more than just using the right entities for your business or trust for your property. It should be a multi-faceted, comprehensive risk management approach. Understanding risk exposures and addressing them head on make all the difference, as well as having the right insurance in place for what you do and what you want to protect.

If you’ve gotten to the point where you are considering a corporate entity, or already have one, it may be because you appreciate the value in keeping your business and your personal assets separate.

While we strive to provide counsel to our ongoing clients that reduces the risk of conflict, and helps resolve problems proactively when they arise, some problems won’t just go away. Natural disasters, problem employees, health issues, divorce, sexual harassment claims, disgruntled business partners, or situations you never even imagined can put you in a place of having to defend yourself, your business, and your family.

These are just a few examples of “regular” activities that can leave your assets unnecessarily exposed:

  • Signing loan documents, a personal guaranty, or a lease;

  • Owning rental properties;

  • Having employees;

  • Performing professional services (doctor, lawyer, accountant, etc.); and

  • Getting married and have children from another marriage or property you are bringing into the marriage that you wish to keep in the event of divorce.

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Here’s the thing - we want to see you continuing to do plenty of these activities. They are, in a way, a big part of the spice of life. We just don’t want that spice to become too hot to handle and impact your life negatively

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Featured In

Family Business Lawyer
National Association of Estate Planners and Councils
New York Times
The Wall Street Journal - WSJ

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