At O’Connell Law, we use a combination of proven tools and strategies to protect your family’s most treasured assets for generations to come. Our team can help you put a plan in place today that protects what means the most to you.
If asset protection is important to you, it’s essential for your estate plan to include a strong asset protection component. Our asset protection process includes a Protection Plan, where we review your finances, analyze your current legal documents, and any mechanisms you may already have in place, such as irrevocable trusts, so we can recommend the best tools and strategies to protect your assets and secure your legacy. Together, we will take all necessary steps to plan ahead, before you risk losing any assets you are planning to leave your loved ones.
Our primary goal is to protect the assets that mean the most to your family. For example, we know that a family home is far more than walls and a roof – it’s where your children grew up, and where their children will play in the backyard. It’s where every member of the family has their heights recorded on the doorframe, and where countless “happy birthday” songs have been sung. Those memories, and that home, are incredibly important to your family and that’s why O’Connell Law will help you preserve the home for generations to come.
We have found that one size does not fit all. Because of this, we can also advise you through the unique needs your family may face, such as how your plan can protect your heirs’ inheritances against any additional threats after you’re gone. For example, some children may need protection from making poor decisions in the event they are not mature enough to manage their inheritance on their own at the time of your passing. Even your grandchildren may need protection in the event that your child passes away and your in-law remarries.
In short, our planning process will help you create a holistic plan that brings you peace of mind by detailing how your most treasured assets will be cared for no matter what the future holds. As estate and elder law attorneys, we’re here for the journey. Our team is ready to help you develop a plan that will work for you with a complimentary session.
