ASSET PROTECTION IS FOR EVERYONE
Effective asset protection isn’t just for the wealthy – it’s for anyone who wants to preserve what they’ve worked hard to build. At TrustBridge Legal, we create customized strategies to shield your assets from unnecessary risk, while keeping your financial goals front and center. Your asset protection plan may include an irrevocable trust to safeguard wealth and minimize exposure to claims, or an LLC or limited partnership to separate personal and business assets. But every plan we design is tailored to your specific situation – not a one-size-fits-all approach.
Our goal is simple: to protect what you’ve earned and help you move forward with confidence. Safe from creditors, safe from lawsuits, safe from unforeseen liabilities.
WHAT WE CAN PROVIDE
We are trained to recognize potential risks and assess vulnerabilities not just in your current situation, but in your future endeavors as well. We design customized asset protection plans around your specific circumstances, providing security from threats to your business and personal property. Business owners can be protected from lawsuits brought by former partners, personal liability for corporate misconduct, and professional malpractice claims. Individuals can be protected from claims in bankruptcy proceedings, attacks by creditors, and third-party automobile or injury claims when insurance coverage is insufficient.
The future is uncertain, but with the right plan in place, the safety of your assets can be assured. These are just a few of the strategies we employ to safeguard your wealth:
- Spendthrift Trust
- Homestead and Property Exemptions
- Revocable Living Trust
- Family Limited Partnership (FLP)
- Offshore Trust and Alternatives
- Limited Liability Company (LLC)
- Irrevocable Life Insurance Trust
- Lifetime Gifting Plan
- Generation-Skipping Tax Trust
- Educational Trust
- Charitable Trust
- And many more...
YOUR CUSTOMIZED PLAN
Our goal is to design an asset protection plan that meshes with your estate plan, and which is tailored to the type of assets you have at risk and the type of claims that might be brought against you or your business. We start with a thorough and confidential discussion about your particular circumstances, concerns, and objectives. After identifying risks, vulnerabilities, and potential threats, we present a list of options and propose a path forward. As your partner in this project, we are there for you every step of the way to answer questions and offer guidance. In the end, your customized plan will not only insulate your assets from attack, it will complement your estate plan by ensuring the privacy of your financial affairs and simplifying the settlement of your estate when the time comes.
Building a robust asset protection plan can be complex, but our fees are not. We believe in complete transparency with every client. That is the only way to create long-lasting relationships. The cost of the project will be clearly communicated before we take the first step. You’ll know exactly what to expect, so there are no surprises or hidden fees.
If you’re looking for a trusted partner to help secure your future, look no further.
