Our Asset Protection Blog

An estate plan without asset protection can mean the loss of millions for large estates. Our blog posts explore common ways people with high net worth can lose assets, and offer tips to protect real estate holdings, investments, and other assets from divorce and legal actions.

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PROP 19 PASSED, NOW WHAT? Prop 19 effectively ends the parent-child exclusion from property tax reassessment on inheritance of a parent's principal residence after February 15, 2021.
The Truth About Asset Protection and Estate Planning A foundational estate plan is not enough to protect against lawsuits and creditors. By the time you have a problem, it may be too late to protect your assets.
Mistakes to Avoid as a Trustee of a Trust If you’ve been appointed a trustee of a trust, there are common mistakes to avoid, so you don’t face liability for trust losses.
Special Needs Trusts to Help Your Loved One You may need a way to provide for a special needs child without jeopardizing his SS disability benefits. Learn how to do this with a special needs trust.
Six Asset Protection Mistakes to Avoid If you own a business, you may owe creditors in the future and need an asset protection plan. Learn which mistakes to avoid when making your plan.