Bridging the Gap
Stability, Integrity, Trust
Asset Protection Planning
The importance of integrating asset protection and estate planning to fully protect and preserve your assets cannot be overstated.
Estate Preservation Law Offices specializes in integrating traditional estate planning with creative asset protection planning solutions that focus on preserving your assets during your lifetime and beyond.
Asset Protection Planning Strategic and Multi-leveled
Asset protection means different things to different people. Whether you are a professional concerned about liability exposure in your business activities or someone who is just concerned about the realities of existing in a litigious society, the goal is the same – sheltering your hard-earned assets from third parties. You do not need to be wealthy to be the target of a lawsuit, nor are lawsuits the only exposure to your assets. Threats can come from a variety of third-party exposures: divorce, failed business ventures, economic instability, and personal and business bankruptcy all pose a threat to asset security.
Asset preservation is a strategic process involving multi-level planning. The importance of integrating asset protection and estate planning to fully protect and preserve your assets cannot be overstated. By itself, even the most sophisticated estate plan may not protect you or your beneficiaries against the many unforeseen events and economic threats that exist today.
Solutions
Our Approach to Asset Protection Planning
We understand how challenging it can be for many clients to undertake estate planning. The distractions and responsibilities of daily life, coupled with the weighty decisions to be made, can make the process seem daunting. That’s why we have developed and finely tuned our estate plan process.
Our team of dedicated and personable professionals will work with you throughout the entire process to keep things timely and manageable. We hear countless times from clients at the conclusion of the planning process how relieved they are to have done it, and how pleased they are with how much they accomplished.
Our Multi-faceted Asset Protection Planning Services Include
- Customized asset protection plans consisting of an in-depth analysis of the client’s assets to identify exposures and protected status with specific recommendations for techniques that the client may wish to use to increase the protection of the assets
- Strategic titling of assets to utilize protected forms of ownerships
- Entity planning and formation (corporations and LLCs)
- Asset protection trusts
- Protective structuring of your beneficiaries’ inheritance to minimize exposure to third-party exposures (such as divorce or creditors)
More about Asset Protection Planning from Our Blog
Estate Preservation law Offices: Specialized Estate Planning Services with a Personal Touch
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Partner Brendan J. King featured in Worcester Business Journal
Brendan King was featured in the March 22, 2021 issue of Worcester Business Journal. In the article Brendan states...
New 529 Plan Rules Bring Significant Changes
By Brendan J. King When the new Tax Cut and Jobs Act was signed into law in December 2017, it also expanded the...
EPLO
Worcester Office
71 Elm Street
Suite 100
Worcester, MA 01609
Uxbridge Office
9 N Main Street
Uxbridge, MA 01569
Leominster Office
156 Hamilton Street
Leominster, MA 01453
Braintree Office
100 Grandview Road
Suite 405
Braintree, MA 02184
Cape Cod & Islands
776 Main Street
Hyannis, MA 02601
Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Estate planning, wills, trusts, probate, tax planning, corporate & business planning, asset protection, wealth preservation, elder law, medicaid planning, special needs planning.
» Practice Areas
» Estate Planning
» Asset Protection Planning
» Elder Law & Medicaid Planning
» Business & Corporate Planning
» Special Needs & Disability Planning
» Estate & Trust Administration
» Guardianships & Conservatorships
» Tax Planning Corporate & Individual
» Charitable & Exempt Organizations
» Equine & Pet Trust Planning
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