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Asset Protection Planning

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.


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 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.

 

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 maximum risk with minimum worry.

 

We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances. We will consider insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. Customized combinations are layered depending on the needs of the client and as appropriate.

 

There are many different strategies to accomplish the protection of your assets while you are alive and after you are gone. To find out which strategies may be right for you, contact us for a Life and Legacy Planning Session.

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Key Insight

Asset protection is not just for the wealthy; it is a proactive strategy to ensure that a lifetime of hard work isn’t lost to nursing home costs, lawsuits, or a beneficiary’s future divorce. By legally structuring your assets now, you can take the "heat" out of life’s risks and ensure your legacy actually reaches the people you love. — Ashley Sharek, Estate Planning Attorney, Allegheny County, PA​


Frequently asked questions

Woman on Her Phone

Your Next Steps Starts with One Call

You’ve just read the answers. You know what happens if you leave things undone—and what’s possible when everything is in order. Now it’s time to stop carrying the questions in your head and finally get the clarity you’ve been looking for.

 

One confidential call with our estate planning attorneys gives you:

  • Confidence that your children, spouse, and family will be protected.

  • Clarity about what your best next step looks like.

  • Control over how your wishes are honored and carried out.

This isn’t about paperwork—it’s about peace of mind. And you’ll feel the difference as soon as you hang up the phone.

 

Call now to schedule your consultation. Even if we don’t end up working together, you’ll leave with a clear direction and the reassurance that your family’s future is no longer left to chance.

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