Our personalized focus informs strategies for addressing timely client concerns.
Some clients are concerned about the anticipated cost of long term care due to increasing life expectancies. Protecting children’s inheritances is another critical concern, including safeguarding inherited funds from creditors and divorced spouses, as well as maintaining grandchildren’s qualification for college financial aid.
B&I PARTNERED PLANNING can provide comprehensive asset protection advice, including whether the use of a trust or other entity would provide the best protection for family assets. We provide valuable peace of mind in the form of personalized pre-marital and postnuptial agreements for clients of all ages and financial backgrounds. Asset protection planning can also be particularly important for business owners, providing the two-way security that protects your personal assets from business creditors and your business from personal creditors.