About The Asset Protection Checklist
First, I wan to point out that I am not an attorney and I am not giving legal advice. Your should meet with your key dream teams to get professional advice. With that said, I want to share with you some info on our Asset Protection Checklist.
The time to take action and prepare for asset protection is before you need it. Use the Asset Protection Checklist and your advisers to make sure you are not caught off guard with a potentially devastating situation that could have easily been avoided with just a little planning.
Your key asset protection advisers will be your insurance agent and your attorney. Make sure you meet with them with an updated financial statement regularly to make sure you are properly insured and your business and personal assets are properly structured.
Our checklist for asset protection helps keep you engaged on at least a quarterly basis to remind you to do the things you should be doing to protect yourself including updating insurance, maintaining your entities properly and documenting your assets regularly.
Until my next post,
James
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