Asset Preservation Planning

Preserving one’s assets from exposure to loss resulting from liability claims (medical or otherwise), bankruptcy, and/or unnecessary and avoidable taxation is an integral part of accumulating wealth and keeping it. True asset preservation incorporates many aspects of a comprehensive financial plan and many of the products described on this web site. Depending on the size, complexity, and geographic location of your wealth, there are numerous strategies and vehicles available to assist you in preserving your wealth.

A key point to understand about asset preservation is that no one instrument will do everything. Instead, we believe a comprehensive plan based on individual circumstances and needs will produce the best results. A review of your assets and potential risk exposures with one of our professional advisors is a good starting point for this type planning.