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Nobody expects to be sued 


Just ask the 20 million people involved in lawsuits last year.


Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters, and disgruntled business partners are just a few issues that can result in devastating lawsuits for unprepared business owners. 


The highest level of risk falls on those who think they are immune.


Americans are now more concerned than ever about protecting their assets from creditor claims, taxes, divorce, and other disasters. Rightly so.


The more success you have (especially in business, professional practice, or real estate activities), the more at risk you are as others see your success grow.

Risky Business

Here’s some of the “risky behavior” you may be engaging in right now:


Will you be signing loan documents, a personal guaranty or a lease?  Do you have rental properties or employees?  Are you an attorney or a physician?  Do you work in construction or perform professional services?  Are you getting married and have children from a prior marriage or separate property assets you are bringing into the marriage.


Take Maximum Risk with Minimum Worry

Here’s the thing: all of these activities are activities we want to see you do more of! They are, in many ways, the spice of life. 


But, we don’t want that spice to become too hot and impact your life negatively.


That’s where we come in. We can set up your business and life structures to ensure that you can take the maximum risk with minimum worry.


There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. 

We can help you with your estate planning and tell you which strategies may be right for you. Contact us for a Family Wealth Planning Session.

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No time for mistakes. Save your family a lot of money, stress, and wasted time.

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