Asset Protection
Help eliminate loss of assets to litigation
Are you paying enough attention to protecting your assets, so that you and your family are insulated from risk of litigation?
America is the most litigious society in the world. The U.S. has more lawyers per capita than any other nation*.
We assist our clients by developing asset protection strategies as an integral component of our services.
Tax Reduction ......Prudent Investing
*answers.com
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.
Investment Advisory Services offered through NFP Securities, Inc., Member FINRA/SIPC. NFP Securities, Inc (NFPSI). is not affiliated with Rosetree & Company, Ltd. NFP Securities, Inc. does not provide legal or tax advice and is not a Certified Public Accounting firm. This site is published for residents of the United States only. Investment Advisor Representatives of NFPSI may only conduct business with residents of the states and jurisdictions in which
they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFPSI Compliance Department at 512-697-6000.