Legal asset protection strategies are among the least well understood dimensions of your business and personal life. If you’re worried that you may have a claim against your business or personal assets someday, NOW is the time to consider protection strategies. It's a simple matter of being responsible for your wealth. The alternative is to risk that a careless business decision, traffic accident or someone filing a frivolous lawsuit against you will deprive you and your family of all the money you've spent a lifetime saving. Is that a risk you want to take? Quite simply, most people just do not know how to go about protecting their assets. There are a number of methods of protecting assets from creditors and lawsuits, which is why you need the advice of an experienced specialist.
WealthKeepers has the experience and expertise to guide you through the structuring process. We find ways to reinforce and safeguard the assets that keep your life and business running. Our unique approach to asset protection utilizes various phases to analyze all the angles of your protection plan with close scrutiny. Appropriate asset protection planning is the use of practical and sophisticated business and estate planning, to place YOUR assets safely and securely out of reach of others.
During our evaluation and planning process, we spend time with our clients to get to know them and their specific situations in order to offer the best, most comprehensive and customized asset protection plans.
WealthKeepers can help clients implement asset protection strategies which shield and insulate their family’s wealth from personal and business liabilities with their attorney referrals. In addition, we maintain relationships with our clients and follow up annually to ensure the proper continuation of their asset protection plans.
For additional details on individual and family asset protection, visit our Resource Center.