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Asset Protection

Certain clients with a high personal net worth or elevated liability concerns may need additional protection to shelter personal financial assets from potential creditors. Individuals with large financial reserves or valuable real or personal property might need to take advantage of certain planning tools to begin the process of transitioning property and assets on to their heirs during their lifetime in order to escape devastating federal estate taxes. In addition, small business owners may need additional estate planning work to ensure the protection of their life’s work and the orderly transition of their legacy business to its rightful owners. Advanced estate planning techniques are usually used in combination with more traditional estate planning techniques as part of a comprehensive estate plan designed to protect high value assets and ensure an orderly transition after death. Contact Mr. Benson to inquire about the ways you can ensure the preservation of your estate for the benefit of your loved ones.