Important Dates
October 29, 2026
Key Dates to Know for the Remainder of 2026
The 2026 deadline for year-end processing of requests and forms is December 10, 2026. Plan ahead to ensure your submissions are received and processed before the cutoff.
Wealth Preservation Services
Safeguarding Your Wealth Across Every Season of Life
Generating portfolio income is only one part of the journey. Preserving your wealth requires coordinated tax planning, rigorous asset shielding, and thoughtful estate transition strategies.
Asset Protection
It's similar to setting up firewalls — if you have a crisis in one area of your life, your other assets are protected.
Asset protection planning involves figuring out and applying a lawful series of techniques that protect your assets from claims of future creditors. The techniques are designed to deter potential creditors from going after all you own, and frustrate them if they do, generally by making it difficult or impossible for future creditors to grab hold of all your assets or collect judgments against you.
How the Structures Work
In cases where significant sums are involved, asset protection planning involves setting up a series of trusts, partnerships, LLCs, and corporations to hold legal title to your assets. A future creditor who recognizes how difficult it would be to collect on any judgment it may win might decide it makes little sense to pursue a claim, or be willing to settle for pennies on the dollar.
Our Team Approach
There is a very sharp dividing line between legal asset protection planning on the one hand, and actions to defraud creditors, which are criminal, on the other. For that reason we orchestrate a team of professionals — tax attorneys, specialized CPAs, and Michael Smith as the conductor.
- Apply a lawful series of techniques to deter and frustrate future creditors.
- Make it difficult or impossible for creditors to collect judgments against you.
- Use trusts, partnerships, LLCs, and corporations to hold legal title to your assets.
- A creditor who sees how hard collection would be may settle for pennies on the dollar.
- A coordinated team: tax attorneys, specialized CPAs, and Michael Smith as conductor.
- Clear separation between legal asset protection and fraudulent transfers — always.
A Word of Caution
Beware of operators — sometimes posing as foreign trust companies — that market packages of services claiming to protect your assets. Some are criminal enterprises that will steal your assets. Some are fast-buck artists that will leave you with no protection. Some will expose you to serious criminal charges. Many will do all three: take your money, leave you unprotected, and set you on the road to financial ruin.
Build Your Complete Wealth Protection Plan
Contact our office today to examine how tax mitigation, asset defense, and estate planning work together to secure your financial future.