St. George & Surrounding Areas

ASSET PROTECTION PLANNING

We will help you through the complexities of protecting your assets and the steps that need to be taken throughout the process.

Asset protection planning may involve several strategies depending upon each client’s fact situation. In all asset protection planning it is better to have the planning in place before the need arises. Doctors, contractors, lawyers and real estate developers are vocations often associated with litigation and therefore more aggressive asset protection planning. However, anyone with an asset or good earning potential needs some level of asset protection planning.

The foundational planning will include insurance as the initial line of defense. After insurance, asset protection planning depends on the facts and may include business entities, funding retirement plans, asset ownership strategy, domestic asset protection trusts, irrevocable life insurance trusts (ILIT), intentionally defective grantor trusts (IDGT), other irrevocable trusts.

SCHEDULE A CONSULTATION

You choose the date and time and we'll give you a call - easy as that.

WE CAN HELP WITH THE FOLLOWING ASSET PROTECTION NEEDS AND SOLUTIONS:

Business Consulting and Formation

Entities

Formation

Annual Meeting

Develop

Domestic Asset Protection Trusts

Irrevocable Life Insurance Trusts

Intentionally Defective Grantor Trusts

"Tom provided excellent council and guided us through each step in the “trust” process. Everyone from reception to para-legal was professional and willing to help. Did I mention Lindsay? Kind, smart, super-fast and always willing to go the extra mile. Five stars and TWO high fives!"

Don | St. George, UT