You work hard to build a financial nest egg; we work hard to help you protect that egg! We strive to assist you with utilizing your assets to provide for yourself, your family and your business for years to come through proper asset protection techniques. We work with you to find the best possible solution to protect your assets. Instead of telling you what cannot be done, we focus on providing counsel on strategies that protect your assets and allow you to prosper.
Top Reasons to Protect Your Assets
- Peace of mind!
- Business / partner disagreements
- Maintain control of family assets
- Avoid probate
- Personal lawsuit
- Provide management structure for potential disability
- Divorce/death
- Consolidate investments for efficiency
- Frivolous creditors or claims
- Promote knowledge of and communication about family assets
Personal Assets
Everyone who has personal or business assets, including life insurance, will benefit from some form of asset protection. By examining your estate and business, our firm can work with you to create an asset protection plan that suits your goals and needs. Dealing with asset protection, business planning, estate planning, and Medicaid planning can be overwhelming for individuals and families faced with circumstances that create those needs. Asset protection is an indispensable element of financial and business planning. Being prepared can ease your mind during difficult times. Our attorneys can guide you through the process, answer your questions, and help you put your plan in place.
Common Asset Protection Strategies
- Properly titled assets
- Various types of trusts, including Irrevocable Asset Protection Trusts
- Various types of business entities, including Limited Liability Companies (LLCs)
- Various types of investments and tax strategies
Business Assets
A vital asset protection strategy for business assets is to ensure that they are separate and distinct from personal assets. We assist business clients with properly maintaining their business records through conducting annual meetings, drafting contracts, promissory notes, resolutions, buy-sell agreements, minutes, and various other business documents.
Let us help you protect your business and your family’s assets.
To schedule a consultation, email us at info@winsorlaw.com or call us at 480-505-7044.
