protecting family wealth

Trusts for Children

At its core, estate planning is setting the terms upon which assets are transitioned from a person, often a parent, to another such as a child. Without proper estate planning creating trusts for children, a parent’s assets become available to the child immediately if at the parent’s death: (a) the parent was not married to [...]

By |2022-07-29T11:26:55-07:00July 25th, 2022|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Trusts for Children

Contract Documentation

Contract Documentation Contract documentation is another way to minimize risk.  Whether it is a core business contract or the construction of a personal residence, most contracts understandably focus on price and payment terms, but the other “boilerplate” provisions are equally important.  Every month we prepare or review contracts that attempt to shift the responsibility [...]

By |2018-05-15T18:50:10-07:00April 15th, 2018|Business Services, Protecting Family Wealth|Comments Off on Contract Documentation

Legal Structure

 Legal Structure The proper titling of assets combined with entities and irrevocable trusts can significantly enhance the protection of your assets and your family’s wealth.  This does not mean that everyone needs a complex pre-packaged structure of entities and trusts.  In fact, we spend a significant amount of time unwinding these complex structures because [...]

By |2018-08-11T16:26:35-07:00April 15th, 2018|Past Newsletters, Estate Planning, Protecting Family Wealth|Comments Off on Legal Structure

Education and Training

Education Everything starts with education, and we are not just talking about learning about asset protection.  In the protecting wealth context, education involves creating a culture around you that values safety, compliance, risk assessment and mitigation.  This includes your business owners, employees and family members.  Let’s explore what can be done prior to an [...]

By |2018-05-15T18:52:44-07:00April 5th, 2018|Estate Planning, Protecting Family Wealth|Comments Off on Education and Training
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