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You have worked very hard and been fortunate to accumulate your wealth. You don’t want misfortune to endanger your family’s financial security by turning your wealth over to an owner you didn’t intend.
Wealth protection is the process of examining all of your real estate, personal property and intangible assets, performing a comprehensive risk assessment and developing a program that addresses the risk to every component of your life.
This may include additional or different life, disability, liability, property/casualty or specialty insurance. We also take into consideration your physical security, asset ownership changes and specific estate planning needs.
As such, we develop for each client a wealth protection program. We do this by engaging insurance specialists to assess these risks and recommend coverage changes, as appropriate. We help clients look at professional risks such as exposure to malpractice, and work with attorneys who use special techniques to protect real and intangible assets from lawsuits. We discuss family situations to develop estate plans that protect and preserve inheritances where the potential exists for abuse or misuse, or where assets may inadvertently pass to unintended beneficiaries.