Asset Protection

Asset Protection

There are many ways to “asset protect” the property that you own. No one option fits every situation. Some common methods for asset protection include Limited Partnerships, Family Limited Partnerships, LLCs, and some types of Trusts such as the Beneficiary Defective Inheritor's Trust or the Domestic Asset Protection Trust. The best way to determine the right method of asset protection for you is to discuss your objectives with a qualified asset protection attorney

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P (760) 448-2220

F (760) 477-6091

2701 Loker Avenue West
Suite 150
Carlsbad, CA 92010

Keep Your Plan Up-to-Date

In order to ensure your estate plan stays current and works down the road when you and your family will need it most, you need to periodically update your documents. There are 3 main reasons that would trigger a need for a change. They are changes in the law, changes in your family and changes to your assets. We have created an innovative program to help our clients stay on top of these needed updates.

Safeguarding the Nest, 2nd Edition

Estate planning expert Brenda Geiger presents an easy-to-read guide to help families with the legal aspects of protecting their loved ones from having to experience the Probate process and on how to protect the assets they leave behind.
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Keep Your Plan Up-to-Date