Asset Protection & Estate Planning

Custom Liability Mitigation

The plans our team creates are based upon the unique circumstances and protection objectives of each client.

Asset protection for healthcare providers is especially significant because an effective structure keeps a solid wall between personal assets and professional liability. Protecting your assets and preserving wealth can be accomplished through a variety of planning techniques with the help of experienced counsel. Asset protection planning is part of estate planning, which should be reviewed whenever an individual has a significant change in life circumstances, becomes aware he or she will inherit a sizable investment or asset, or works in a profession that is routinely sued pursuant to malpractice complaints.

Benefits for Healthcare Professionals & Business Owners

Increased Privacy
Business Sale/IPO Plan
Malpractice Coverage Options
Real Estate Protection
Debt Shield & Collateralization
Cash Flow Protection

Estate Planning Services

Charitable Planning
Estate Tax
Disability Protection
Income Tax Reduction
Liquidity Event
Wealth Transfer
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