Asset Protection

Options to Protect Your Assets and Legacy

  • Trusts – A trust can be designed in a manner that will exist for future generations following the lifetime of the original grantor.
  • Foundations and charities – Foundations allow you to leave a personal and family legacy, impart charitable giving as a lasting tradition, and may be able to reduce tax for you and your estate.
  • Insurance solutions
  • Lifetime gifts
  • Wills
  • Companies
  • Fund vehicles

Setting Up a Trust