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Description
An asset protection plan is a natural component of a thoughtful and comprehensive wealth management strategy. Clients who have accumulated sizable retirement savings, established equity in their homes and businesses, and built other wealth should consider ways to protect hard-earned assets from a lawsuit, civil claims, or bankruptcy proceedings. This workshop focuses on a variety of strategies which can be employed to help your clients safeguard that wealth.
Learning Objectives
• Taking care of the basics: From the use of insurance to homestead exemptions
• Retirement accounts: Why it's important to understand the creditor protection differences between ERISA and non-ERISA plans
• Business ownerships structures to limit liability including an overview of the "multiple LLC" strategy