Asset Protection 101

“Start Your Journey Here”

While this site has a great deal of information for those needing asset protection and their advisors, there are some basic due diligence issues that every successful person should understand. We’ve broken down some of the most common issues into short, easily digestible summaries at the links below that will provide a good starting point to preserving your wealth.

Who Needs Asset Protection?

RISK FACTORS OF THOSE NEEDING ASSET PROTECTION

  • They are high net-worth, high liability, or they will be soon (i.e. new doctor, rookie, athlete, new business owner)
  • They drive a vehicle and/or own a home
  • They are a board member, officer or director of a public or private business
  • They are a board member of a charitable, school private foundation or other board
  • They have assets that would be difficult to replace if lost or reduced
  • They have employees
  • They own their own business
  • They have professional liability
  • They own liability generating assets like investment real estate
  • They are highly visible locally or nationally and are perceived to hold substantial wealth
  • They have children, spouses and other extended family in their homes and driving their vehicles
  • They are selling a business and replacing recurring income with a single lump sum

Common Questions

Top Categories

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  • Asset Protection
  • Asset Protection for Doctors
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  • View All
  • Asset Protection
  • Asset Protection for Doctors
  • asset protection strategies
  • business legal planning
  • business survival
  • financial literacy
Arizona Asset Protection

Guns, Liability and Medical Practice Security

What every medical practice and small business owner must consider about gun violence, personal security, and their own legal liabilities. In ...
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Captive Insurance
Arizona

Captive Insurance Companies In Harm’s Way

Captive insurance companies owned by small businesses and doctors are often thinly disguised abusive tax shelters. Their owners and their ...
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Asset Protection for Doctors

Why Giving Assets To Spouse, Relatives Isn’t Asset Protection

The thing about bad planing is that it tends to stack up, getting bigger and badder with each step. Like ...
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Asset Protection

Current Threats To Wealth – FEB 2018

Asset Protection for doctors includes financial due diligence and risk management in many forms that go far beyond just medical ...
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The Weinstein Effect
Asset Protection

The Weinstein Effect: Protecting Your Business, Employees From Sexual Harassment

Workplace sexual harassment is a risk every entrepreneur must be informed of and manage. The Harvey Weinstein Effect Starting with ...
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Arizona

Protecting an Entrepreneur’s Greatest Asset – Their Team

The most successful entrepreneurs we serve build their success through a combination of their own hard work and by building, leading ...
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