Asset Protection Strategies

Asset protection planning involves making prudent decisions today to protect yourself, your business, and your hard-earned assets from loss due to lawsuits, creditors or bankruptcies.


Protect Your Assets with Sage Legacy Counsel

No one expects to be sued, yet over 20 million people faced lawsuits last year alone. Divorce, inheritance disputes, health issues, creditors, employee matters, theft, market changes, malpractice suits, sexual harassment claims, natural disasters, and conflicts with business partners can all lead to devastating lawsuits for unprepared business owners. The highest risk often falls on those who believe they are immune.

In today's world, Americans are more concerned than ever about safeguarding their assets from creditor claims, taxes, divorce, and other potential disasters. This concern is justified, especially as your success in business, professional practice, or real estate activities grows, increasing your visibility and risk.

Consider the following risky behaviors you may already be engaging in:

Signing loan documents, personal guarantees, or leases Owning rental properties or managing employees Practicing as an attorney or physician Working in construction or performing professional services Getting married with children from a prior marriage or bringing separate property assets into the marriage

These activities are essential parts of life and business, contributing to your success and fulfillment. However, we don't want these risks to negatively impact your life.

That's where Sage Legacy Counsel comes in. We specialize in setting up your business and personal structures to ensure you can take maximum risks with minimum worry. Our goal is to help you determine the appropriate level of asset protection planning tailored to your unique circumstances.

We consider a variety of strategies, including insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, LLCs, partnerships, corporations, and asset protection trusts. We customize and layer these strategies based on your needs and situation.

There are numerous ways to protect your assets both during your lifetime and after you're gone. To discover which strategies are right for you, contact us for a Life and Legacy Planning Session.

Office: 5027 Mercer Street

Call 334-649-4911

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