Asset Protection & Insurance

ASSET PROTECTION & INSURANCE

Often we become busy with growing and developing our professional lives and business. Many of us fail to ensure we have adequate safeguards in place when the unexpected occurs such as lawsuits, disability or death. Each of these unfortunate events can happen to anyone at anytime regardless of whether you are a professional or a business owner. You’ve worked hard to grow your career, your assets and build your business. We can help ensure they are protected.

Our services include:

  • Asset Protection via transferring assets to LLCs/Trusts
  • Reviewing Business Operating Agreements
  • Buy-Sell Agreements for Business Partners
  • Mortgage Protection
  • Business Key-Man Life Insurance
  • Business Succession Planning
  • Disability Insurance
  • Long-term Care Insurance
  • Life Insurance for Individuals and Businesses
  • Estate Planning
  • Income Protection Planning

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