Practice Area

Estate & Business Planning | Asset Protection Planning

Our firm provides comprehensive planning advice and tools to address each client’s unique personal or business planning needs. We have extensive experience with establishing and implementing the core estate plan instruments, such as revocable trusts and last wills, to help individual clients and their families achieve their long-term goals throughout the different stages of their lifetime.

We also frequently serve clients in planning for eventual transfer of significant business interests from one generation to the next. Specialized considerations for limiting liability and providing creditor protections for our client’s assets, plus the assets of their family and successors, always form a primary part of each personal estate or business succession plan.

The additional attention we often provide to asset protection principles allows clients to continue to operate their businesses or protect their personal wealth both now and down the road. This may sometimes include planning for clients and their loved ones who have disabilities or special needs during different stages of life.

Some of the core estate and business succession planning tools we often recommend and implement, including for additional layers of client asset protection when appropriate, include:

  • Wills & Trusts
  • Multi-Generational Wealth Transfers
  • Retirement Asset Planning
  • Creditor Protections Principles & Advice
  • Family Business Transitions
  • Buy, Sell & Exit Strategy Planning
  • Asset Titling & Ownership Forms
  • Personal Asset Protecion Planning
  • Life Insurance Planning
  • Irrevocable Trusts
  • Estate & Gift Tax Planning
  • Special Needs Trusts
  • Planning for Incapacity
  • Durable Powers of Attorney
  • Medical Directives

Contact Schmidt Basch, LLC

Personal • Professional • Proficient

If you need help with asset planning and protection, whether related to your personal estate or your business, we can help. Contact Schmidt Basch, LLC today for a consultation, and our team will promptly reach out to schedule your consultation.