WEALTH PRESERVATION & PROTECTION

Wealth Preservation planning is an assessment of your personal and professional risk followed by an integration of your business plan, estate plan, asset ownership and insurance needs.  Wealth preservation planning should be of interest to everyone, but it is particularly important for professionals such as veterinarians, dentists, doctors, physician assistants and business owners. 

This planning could include: 

• Limited Liability Entities
• Identifying exempt assets and preserving their exempt nature 
• Trust Funding
• Private Annuities and other irrevocable trusts such as GRATs
• Domestic Self Settled Asset Protection Trusts where allowed
• Spendthrift Trusts for children and other heirs   

The Bandera Law Firm can assist you with understanding risk and identifying plans that will help you manage it as well as mitigate it for future generations.