Business owners, real estate investors and licensed professionals know all too well how employee disputes, sexual harassment claims, disgruntled business partners, and malpractice claims can be devastating to their bottom line. And the more success you have, the more others can see your success blossom. While these groups might be at the highest risk for lawsuits, we all should consider ways to proactively protect our families.
Asset Protection Matters
The highest level of risk falls on those who think they are immune.
If something happens to you and your spouse remarries, would you want half of your hard-earned money going to your replacement or to your children? If your child ever gets sued, wouldn’t you be interested to learn that you could protect their future inheritance from a lawsuit? Through estate planning, it is actually possible to protect your loved ones from creditor claims, divorce, and lawsuits.
- Will you be signing loan documents, a personal guaranty or a lease in the near future?
- Do you have rental properties or employees?
- Are you an attorney or physician?
- Do you work in construction or perform professional services?
- Are you getting married soon?
- Are you or will you be getting married and you have children from a prior marriage or separate property assets?
Here’s the thing: All of these activities are activities we want to see you do more of! But we do not want you to create a negative impact on your life or your future.
This is where we come in. There are many different strategies to accomplish the protection of your assets both while you are alive and for your family after you are gone. We set up your estate planning in proper ways to ensure that you can take maximum risk with minimum worry. We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, LLCs, and asset protection trusts.
REQUEST A FREE ESTATE PLANNING CONSULTATION
Whether you have young children, are looking back at a life well-lived, or have a business to protect, let’s have a conversation and talk about how I can help you.
I know it’s not easy to face our own death. And as a mother with two active boys, I understand how hectic life can be. But based on my own experience and those of clients, I have seen how planning for our death and incapacity (even though it can be uncomfortable at first) creates an enormous amount of peace of mind. Let’s get started now on creating a plan to protect you and your family throughout your lifetime and beyond.
“I contacted Norell for a restatement of my living trust that was prepared many years before by another attorney. My former attorney did a decent job but did not help me to really understand the trust and what was needed long term. He also did not address provisions for what would happen if I became incapacitated. Norell on the other hand, spent time educating me and answering my questions without any pressure …”
“My child’s future and safety are of the utmost importance to me. I was looking for an experienced person who would understand my concerns and needs. I was so lucky to find Norell. She, as a mom, shares my same concerns. Norell is wise, experienced and professional. Couldn’t ask for more. Peace of mind is priceless.”
“My wife and I attended one of Norell’s seminars at Whiz Kids about estate planning and immediately we could tell she was knowledgeable in estate planning, passionate about helping people be prepared in the event something happened, and truly concerned for our family’s well-being. The overall estate planning experience has been smooth and effortless. We would highly recommend using Albanis Law for your estate planning needs.”