Asset Planning & Protection

California Estate Planning Attorneys Protecting Your Investments Now and for the Future

Considering who your assets will pass down to is an important and critical task. You want to ensure that your valuables are transferred to your beneficiaries according to your exact specifications. Establishing a strong and secure asset protection plan can ensure both your personal and business assets are protected.

Kevin Jamison Law, PC is committed to helping clients in California develop a thorough asset plan that meets their unique needs and goals. We know how hard you have worked for your valuables and works with you to create a strategic asset protection plan that lays out your specific wishes to ensure your legacy carries on. Our team also takes the time to evaluate your plan to reduce any potential tax burdens your beneficiaries may incur.

Asset Protection Strategies

When considering an asset protection plan, there are several types of strategies to choose from. It’s important to consider the options available to you so your needs are fully addressed and your objectives accomplished. KJ Law’s team carefully evaluates your unique circumstances to help you determine the asset plan that best suits your goals.

Asset protection strategies can include:

  • Homestead planning
  • Limited liability companies (LLCs)
  • Asset protection trusts
  • Securing new insurance coverage and/or expanding existing policies
  • Establishing foreign asset protection trusts
  • Developing a plan to separate business assets from personal assets

Learn More About Your Options for Asset Planning and Protection

Asset planning and protection strategies are unique to every individual and family. Our California estate planning attorneys will sit down with you and carefully go over your options to determine the strategy that is best suited for your unique situation and objectives. To schedule a free consultation, call (626) 314-1830 or submit an online request today. House calls and after-hours appointments are available upon request for your convenience.