Defensive Planning

Financial planning is all about growing and protecting your assets.  Planning defensively is an important component of any financial plan.  There are many threats to the growth and preservation of your wealth, including taxation, fees, marital or other types of civil claims, and many other burdens that can erode the bottom line. Defensive planning implements strategies to protect assets.

Most people who have worked hard to build wealth want to keep their estate whole and have it passed on after death according to their wishes.  There are numerous simple tools that can help keep assets in your hands during your lifetime and minimize the drain on them after your death as they pass to loved ones or other recipients of your choice (such as charities).  We help identify defensive measures that will keep your assets safe during your lifetime and after your death.