Wealth Preservation


How Asset Protection Works



Asset protection cuts out all the reasons why a person and their attorney might work to sue you. While it’s a simple concept, it’s not so simple to pull off. The best way to use asset protection is to take legal steps to make yourself appear financially unattractive to potential predators. Today, advanced customers and organizers understand this—but the tricky part is making sure that in a court of law, a judge cannot find any links that sufficiently bind you to your assets. This becomes especially difficult when you don’t want to appear to have control of your assets, but still wish to have that control.

Asset protection is the thin line between you being able to use and control your assets and evidence of a sufficient lack of control viewed through the court’s eyes. Clients who have even moderate saved wealth have used asset protection to protect themselves from financial litigation and becoming preyed upon by money-hungry lawyers.

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    Hank Weatherby gently probed and clearly listened to our preferences for how we personally and our estates will be cared for while we age and after we pass on. His Estate Planning Agreements are masterfully crafted to be clear, flexible and responsiv… Read More
    – John and Ann Murray

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