Trusted Attorney Providing Asset Protection Services To Boca Raton Clients
Diverse circumstances can put an individual’s assets at risk. Events such as failed business ventures, public company directorships, personal injury claims, or the termination of marital or other personal relationships can significantly threaten any assets you have. Putting a thoughtfully designed and individually customized asset protection in place long before any issue arises helps you proactively safeguard your assets from unforeseen threats. Asset protection planning also needs to consider insurance coverage, professional status, asset holdings, family status, charitable giving and state of residence, among other variables. Steven J. Asarch reviews all aspects of each client’s financial and personal profile to anticipate needs and create agreements unique to their situation. With proper planning, he can structure a customized asset protection plan that integrates both tax efficiencies and wealth preservation benefits.
Experience You Can Trust
With over 25 years of experience helping clients with their estate planning needs, Steven J. Asarch is well-versed in creating legal and enforceable asset protection programs for clients. These include entities such as asset protection trusts, as well as various limited liability entities. We also routinely advise clients on the use of trusts as part of their regular testamentary estate planning in order to provide enhanced asset protection for their families.
Individualized Plans To Address Your Unique Needs
We are familiar with a broad range of asset protection techniques. We believe that one size does not fit all. Effective planning always requires consideration of the unique circumstances applicable to the client. For certain clients, simple changes in asset titling may achieve the client’s goals. In other situations, more complex structures are required, and we will seek innovative and sophisticated strategies to achieve your asset protection goals.