Asset Protection Planning

As your wealth increases, your personal assets become more susceptible to third party claims and lawsuits. Protecting your accumulated wealth from outside creditors and frivolous lawsuits becomes a higher priority. Whether you are in a high-risk profession, or enjoying retirement, developing a complete plan to protect your personal wealth helps ensure the assets you worked hard for will be there for you and your heirs.

Rarely are two families' situations the same. At HEW, we learn all of the facts, circumstances and goals for each client. We then develop a plan and offer recommendations from all resources available to help you protect the wealth that you’ve worked hard to accumulate.

Common plans include:

• Types and amounts of insurance
• Suggesting company structures
• Creating trusts, family partnerships as part of your estate plan
• Assist with organizing documents and partnership agreements
• Removing non-business assets from high exposure entities
• Separating unrelated business assets