Asset Protection

Simply put, Asset Protection is legally preserving and protecting one’s assets from:

• Creditors
• Estate/Income Taxes
• Long-Term Care/Medicaid costs
• Probate
• Lawsuits

If you are an individual, parent, grandparent, professional, business owner, or real estate investor and desire to preserve and protect your assets for yourself or your loved ones, consider the following asset protection tools and strategies:

• An Ohio Limited Liability Company (LLC)
• Out of state LLC’s in debtor-friendly states such as Delaware or Nevada
• Family Limited Partnership (FLP)
• Convert your S or C Corporation to an LLC
• Domestic Asset Protection Trusts (DAPT)
• Irrevocable Trusts
• Prenuptial Agreements
• Buy Sell/Buy-Out Agreements in businesses or partnerships
• An Asset Protection Diagnostic Review

Click here to view our asset protection planning process.

Click here to view our asset protection matrix diagram which we use to educate and explain to our clients the types of asset planning strategies which are available to the client.

Click here to view a chart, prepared by attorney Bo Loeffler, which compares and rates the effectiveness of various asset protection strategies and tools.

We require all of our asset protection clients to fill out a personal financial information questionnaire which assists us in our diagnostic review and ultimate recommendations for our asset protection clients. Click here to review the personal financial information questionnaire.

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