

Asset Protection Checkup
As a general statement, most of the general public do not have a proper asset protection plan. The following are statistics when looking at a group of ten.
1-2 will NOT have a simple will
5-6 will NOT have Durable Powers of Attorney
5-6 will NOT have marital living trusts
9-10 will NOT have an LLC
*Statistics provided by the Wealth Preservation Institute


Estate planning documents are crucial to ensure your assets are protected and your wishes are respected.
The Importance of Estate Planning Documents
You need:
1. A will to specify guardians for minor children and distribute assets
2. Durable Powers of Attorney to make life-sustaining decisions and sign legal documents
3. Living trusts to maximize estate tax exemptions and avoid probate
4. LLCs for asset protection, centralized governance, and estate tax purposes

Estate planning documents are crucial to ensure your assets are protected and your wishes are respected.
If you:
1. Own real estate or investments in your own name
2. Have significant equity in your personal residence (outside of TX or FL)
3. Own boats, wave runners, or other assets without an LLC
4. You need an asset protection check-up.
Protection from Lawsuits

Estate planning documents are crucial to ensure your assets are protected and your wishes are respected.

Most people are unprepared for long-term care expenses.
You need:
1. A will to specify guardians for minor children and distribute assets
2. Durable Powers of Attorney to make life-sustaining decisions and sign legal documents
3. Living trusts to maximize estate tax exemptions and avoid probate
4. LLCs for asset protection, centralized governance, and estate tax purposes
Our firm can help you:
1. Outline and address asset and estate planning needs 2. Grow wealth in a low-risk manner
3. Cover future long-term care expenses
Protection from Stock Market Losses
Protection from Long-Term Care Expenses
*Any guarantees mentioned are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract