Asset Protection

If you're like most of the wealthy individuals that we meet with it's quite likely that you're underinsured for liability. This is possibly one of the most overlooked areas of financial planning, and for that reason we've dedicated this page as a red flag for asset protection.

Given the litigious society in which we live it's absolutely essential that wealthy individuals protect the assets that they've worked so hard to accumulate. Liability insurance is usually the least expensive and most convenient way to protect yourself and your family from risk. Although, in some cases asset protection trusts and family limited partnerships may be necessary.

Leahy Wealth Management does not offer liability protection coverage, family limited partnerships, or asset protection trusts, however; we can help you prepare to discuss this area with a liability insurance agent or in some cases with an attorney that specializes in estate planning and asset protection.