Many people question whether they are being well advised, yet few consider whether they are well protected. When you are a home owner, entrepreneur, parent, professional, or if you have financial or property interest in the United States, there are potential liabilities that need to be examined.
Planning is part of mitigating these potential risks. If a client plans on making a major financial or life decision, we can make informed, tactical choices to ensure it is done in the most efficient and beneficial way possible. Prudent planning such as this can protect my clients from potentially expensive complications and tax liabilities down the road. As they say, an ounce of prevention is worth a pound of cure.