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Asset Protection Planning

Sheild Your Assests with Comprehensive Protection Planning

As a business owner, you face a multitude of potential risks that can lead to devastating lawsuits if you're unprepared. Divorce, inheritance disputes, health issues, creditors, theft, changing markets, malpractice suits, sexual harassment claims, natural disasters, and disgruntled business partners are just a few examples. Even if you believe you're immune to such challenges, the highest level of risk often falls on those who least expect it.


In today's climate, protecting your assets from creditor claims, taxes, divorce, and other unforeseen disasters is a top priority for Americans. It's a concern that's entirely justified. The more successful you become, especially in business, professional practice, or real estate activities, the more visible your success becomes to others, increasing your vulnerability.

Let's consider some of the activities that may put you at risk:

  • Signing loan documents, personal guarantees, or leases

  • Owning rental properties or employing staff

  • Practicing law or medicine

  • Engaging in construction or professional services

  • Entering into a new marriage with separate property assets or children from a prior marriage

The truth is, many of these activities bring excitement and fulfillment to your life. We encourage you to pursue them. However, we also understand the need to ensure that the spice of life doesn't become too hot and negatively impact your well-being.

This is where we step in. At Frankel Estate Planning, we specialize in setting up robust business and life structures that allow you to take calculated risks with minimal worry.

Our approach begins with helping clients determine the appropriate level of asset protection planning based on their unique circumstances. We consider a range of strategies, including insurance, prenuptial agreements, asset segregation, choice of jurisdiction, gifting, limited liability companies (LLCs), partnerships, corporations, and asset protection trusts. By layering customized combinations of these strategies, we create a comprehensive shield tailored to your specific needs.

Protecting your assets during your lifetime and beyond requires a careful selection of strategies. To discover which strategies are best suited for your situation, please reach out to us.

Contact us today at (610) 897-8994 or schedule an appointment through our convenient online calendar. Safeguarding your assets is our utmost priority.

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