Asset Protection Planning
While protecting your hard earned assets is crucial, your Family's Wealth is about more than just money. It's our belief that in addition to the financial or tangible assets your have, your intangible assets--the Human Assets, Intellectual Assets, Stories, and Family Values--are equally, if not more important than the money you leave behind. While we implement advanced planning strategies to prevent you from losing your hard earned assets, every plan we build contemplates preservation of the intangibles which make your family unique.
Divorce, inheritance, health issues, creditors, employees, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters and disgruntled business partners are just a few life altering events that impact your estate plan.
The highest level of risk falls on those who think they are immune.
Americans are more concerned now than ever about protecting their assets from pandemics, creditor claims, taxes, divorce, and other disasters – and rightly so.
The more success you have, the more exposed you are as others see your success grow.
Here is some areas of risk you may be overlooking right now:
Will you soon be signing loan documents, a personal guarantee, or a lease?
Do you have rental properties or employees?
Are you an attorney, physician, or other licensed professional?
Do you work in construction or perform services for others?
Are you divorced, or getting married into a blended family?
Do you have children from a prior marriage or separate property assets?
Do you or your parents need to start planning for Long Term Health Care?
With proper planning, none of these things need to negatively impact you, or your family.
At Soundview Law Group, we help you implement plans to structure your life (and, if you're a business owner, your business) so you maximize opportunities and minimize stress, worry, and risk.
We assist our clients in determining the appropriate level of asset protection planning for their particular circumstances.
Read on for more...
Who We Help
Professional service providers
Landlord and tenants
Those who want to protect their tangible and intangible assets
What We Do
While no two plans are the same, we generally start with Foundational Estate Planning. Depending on your needs, we supplement your foundation with specific strategies to maximize asset protection given your personalized needs. Our plans are packaged in a way that allow you to customize options best for you and your family. All fees are flat-rate and agreed to in advance so there are no surprises.