Asset protection is about more than simply protecting your wealth—it’s about ensuring that what you’ve worked hard to build is secure for the future.
At Personal Legacy Plans, we help you create a robust strategy to shield your assets from unforeseen risks, such as lawsuits, market volatility,
or catastrophic health events. By utilizing tools like a Revocable Living Trust, your property is safely stored and passes to your heirs according
to your wishes, avoiding the probate process and minimizing potential exposure to legal challenges.
Do you know what your net worth is? Do you have sufficient insurance to protect that net worth?
What do you have in place to protect your assets in a catastrophic health event?
If my spouse or I don’t come home today how much of our income do I/we want our family to have?
Do you understand the five levels of taxation? What is your plan to spend your assets over time
The unexpected can happen at any time, which is why it’s crucial to ask yourself tough questions about how your assets would be impacted if something were to happen to you. Do you have sufficient insurance to protect your net worth? If you’re unable to work or manage your affairs due to a health crisis, how will your family maintain their quality of life? At Personal Legacy Plans, we offer tailored strategies to ensure that your family’s future is secure, including assessing your net worth, evaluating your insurance needs, and creating contingency plans for catastrophic health events. With the right protection in place, you can provide financial stability regardless of what the future holds.
Your estate plan serves as a roadmap for asset protection and provides clarity in uncertain times. Personal Legacy Plans helps you establish legal instruments that will protect your assets and guide your loved ones through critical decisions. A Living Will and Advanced Directives offer guidance on medical and end-of-life care, ensuring that your wishes are honored. A Power of Attorney for healthcare and finance designates trusted individuals to act on your behalf if you’re unable to do so, ensuring your medical and financial decisions are in capable hands when you need them most.
When it comes to asset protection, it’s not just about safeguarding wealth today—it’s about ensuring that you’re set for the long term. Do you know how much income you would need if you could no longer work? Are your assets protected in case of long-term care needs or health-related catastrophes? At Personal Legacy Plans, we work with you to calculate your net worth and determine how much income you would need to replace in the event of an unexpected life change. Through thoughtful, proactive planning, we ensure that your assets are protected, your income is secure, and your family’s future remains bright no matter what challenges arise.
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