Analyze Your Level of Asset Protection Today

“Asset Protection Planning is deciding on what barriers you need to protect your wealth from an unexpected lawsuit.” – Mark J. Kohler

Asset Protection is something that must be completed BEFORE a problem arises, and it’s literally illegal to move assets around AFTER a cause of action occurs (not the lawsuit).

Get an Asset Protection Analysis tailored to YOU!

What is an Asset Protection Plan?

Simply stated, an Asset Protection Plan is a comprehensive review of a client’s assets and the possible risks of losing them in various types of lawsuits…compared to the strategies for protection that would make sense and be effective in the State where they live.

Most importantly, it’s a plan created for you at an affordable price, and NOT based on how wealthy you are. Everybody pays the same price with no smoke and mirrors and huge hidden flat fees.

You can take the Plan and implement it yourself, or have our team complete it with transparency and the hope to build a long-term relationship.

Years Established

Entities created in States across the Country

The Asset Protection Analysis and Plan

The Comprehensive Plan

$1,500*

This Plan includes:

  • An initial consultation of one (1) hour with an attorney assigned to your file from start to finish.
  • Research and analysis specific to your situation, assets, and risks applied to the laws of the State in which you live.
  • A legal Memorandum tailored to you specifically with a checklist of strategies to consider. These will include items such as:
    • Creation of entities
    • Company Maintenance
    • Homestead Exemption
    • Tenancy by the Entirety
    • Umbrella Insurance
    • Equity Stripping
    • Domestic Asset Protection Trusts
    • Land Trusts
    • Irrevocable Trusts
    • Retirement plan structure and which ones are protected or at risk in some fashion
  • Follow up call and/or Final Checklist of suggested action items.
* We are able to complete over 90% of our Client’s Asset Protection Plan for the price above. However, if a client has a large number of assets, or a significant net worth, or even unique assets, it may be necessary to take additional time for the research and analysis. Yet, please know that we will always quote this cost in advance and make sure we have your approval before moving forward with the Plan.

We’ve Been Assisting Clients Nationwide Since 2001

Check out this video by our partner Mark Kohler as he talks about the difference between a Will Vs Trust.

Also, check out Mark’s YouTube for more info, and check out our attorney’s blogs for more info on the benefits of having an estate plan.

Call us about Asset Protection Plan:

1-888-801-0010

Or Email at:

[email protected]

Asset Protection Plan

  • Price: $1,500.00
  • This field is for validation purposes and should be left unchanged.

Our Asset Planning Coordinator, Whitney Ockerman, will call you within (1) one business day to schedule your appointment and get the process started.

7 Attorneys with combined experience of over 60 years in Estate Planning

Mark J. Kohler

Mark J. Kohler

Attorney, CPA

Mat Sorensen

Mat Sorensen

Attorney

Jarom Bergeson

Jarom Bergeson

Attorney

Lee W. Chen

Lee W. Chen

Attorney

Kevin L. Kennedy

Kevin L. Kennedy

Attorney

Kristie Parker

Kristie Parker

Attorney

Deven L. Munns

Deven L. Munns

Attorney