Our Asset Protection Workshop for Financial Professionals, CPAs, Accountants, and Insurance Professionals was very interactive between all parties and extremely insightful. We learned from the Accounting Professionals how their clients look at protecting their assets; we looked at available insurance from the Insurance Professionals as to what they help insure; and we heard from Financial Professionals regarding the structuring of clients’ assets with regard to Asset Protection.
I led the discussion from the legal standpoint as to what the layers of legal protection are and different ways to protect the clients’ assets in the event they were to be sued and a judgment obtained against them.
We specifically spoke about the dangers of owning rental property—whether residential or commercial—in your own name. You are putting your own house, retirement, and investments at risk if you don’t have it properly structured.
At the Law Firm of Steven Andrew Jackson, Attorney and Counsellor at Law, we have helped hundreds of families protect themselves and their loved ones, avoid Estate Taxes and Probate Costs, and keep their Estate Plans current with the law through The Customized Protective Estate Planning Solution™.