The goal of an asset protection plan is to protect an individual’s assets from future creditors. The most common type of creditor who poses financial risks comes from a lawsuit or inner-family dispute.
Estate Probate and Trust Administration
For each client, we walk through the complete estate planning process which begins by analyzing the client’s financial circumstances and goals.
A Will is the written declaration of a person’s intentions regarding what will happen to their property upon their death. A Will governs and distributes only probate property.