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Asset Protection

Maximize what beneficiaries receive
minimize and delay what creditors and government can obtain

asset preservation and protection

There are a myriad of techniques and schemes that fall under the heading of asset protection.

But they are all focused on one or the other of these points...

Protection from creditors and taxation [generally income, capital gains and gift] during the operating life of the plan; and / or

Protection from government through taxation on death [generally estate / inheritance, gift, capital gains through deemed dispositions on death]

Asset protection usually seeks to minimize and delay what creditors and government can obtain in order to maximize what beneficiaries receive.

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Estate Planning consultation.
Reply within 48 hours.

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Disclaimer

Our intent is to describe estate planning scenarios and solutions. We do not provide advice - for advice you should consult professionals such as attorneys and accountants.

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Estate Planning