Asset Protection for Professionals

Did you know that most states have provisions where certain asset classes, including pension plans, IRAs and 401(k)s, can be protected from creditors and lawsuits? In many states, the same is true of assets held inside annuities and life insurance.

In addition to identifying various asset classes that can be used to preserve and protect your assets, we will interact with your current legal and tax professionals to discuss the possibility of using trusts and business structures to create an additional layer of protection.

For more information, or to schedule a no-cost, no-obligation consultation, please contact Preferred Planning Concepts at (847) 375-0505 or click here..