What is Asset Protection?
In short, security is often an illusion. Asset Protection is about strategic planning to help minimize your risk and exposure, rather than just going off a feeling. Everyone’s situation and needs are different, which makes a customized approach especially important. Many professionals look at asset protection from their discipline and background. At Asset Equalizers we have developed a multi-disciplined approach, looking at tax benefits, business law, and various structural benefits to ensure that our clients have a sound foundation and structure to protect their assets and secure their future growth.
Understanding Exposure
Let’s say you are looking at investing some money. Some investments have the potential for high returns but also carry high risks with them. Some investments have little risk but have less potential for high returns. To limit your exposure to possible risk and protect your current assets from harm you might want to: research companies, talk to people, study precautionary tips, assess your current situation and your future, etc. Ultimately, you will have to understand how much you will be exposed to risk, and decide whether that level of risk/exposure based on your potential ROI is right for you and your circumstances.
Asset Exposure
Exposure to possible harm to your assets (i.e., business, home, cars, etc.) is similar to the investment example. Many people buy insurance to protect their assets in case something comes to harm them, such as a fire or accident. But, there are many threats to your wealth and assets. Limiting your exposure to threats is about being informed, understanding your situation, and using that information to make your decisions. Beyond insurance, what are you doing to truly protect your assets for the future? Do you understand your exposure or how to limit it?
Calculated Limited Exposure
We work to educate our clients on various ways to minimize exposure of their assets to protect what they have worked hard to achieve or acquire. Some people, often later in life, they want to virtually eliminate their risk exposure, because they are focused on asset protection to ensure their future and possible assets for their children. Others, still working to amass their assets, may want to protect their assets while accepting some risk, allowing them to continue growing their assets.
Examples of Asset Protection
Irrevocable Trusts can be a great tool to limit exposure, but they are not for everyone. Often a multiple-entity approach is best to accomplish an armored protection plan.
- Real Estate Asset Protection
- Real Estate Deed Transfer
- Living Trusts
- Land Trusts
- Asset Protection Trusts
- Wills
- Business Asset Protection
- Retirement Planning
What Happens Now
Asset Equalizers works to understand your situation, needs, and goals, in order to calculate the best way to limit your exposure and protect your assets. You will meet with an Asset Equalizers expert who will discuss what assets & entities you have (or want), and how best to protect them. Once everything is planned out and contracted, they will request the information they need from you, such as addresses, names, and dates. Then they can sit back and know that your assets are going to be more protected in no time.
Contact Us
Whether you know what you want or are still deciding, feel free to contact us and we can help you on your asset protection journey.
Email: Admin@AssetEqualizers.com
Phone: +1 (417) 698-4645