General Info:
Wealth management & asset PROTECTION
OUR private wealth management practice is focused on representing high NET-WORTH families and their closely held businesses. This practice includes the structure and operation of family businesses and private trust companies. Estate and philanthropic planning. Asset protection. And MULTIGENERATIONAL WEALTH-PRESERVATION PLANNING. GOOD wealth management and estate plans help individuals and families with some of their most important CONCERNS:
MULTIGENERATIONAL transfer of WEALTH. BUSINESS continuity and SUCCESSION. WEALTH TRANSFER
CHARITABLE planning STRATEGIES. Preserving your FAMILY’S wealth for future generations
whether you’re planning the parameters of unknown legal assaults in the future or establishing support for loved ones upon your death. The LAW office of daniel S. Willard. P. C. CAN help with legal aspects of wealth management and asset PROTECTION. ASSET protection it is important to ensure that your hard earned assets are protected from creditor claims. Asset protection must BE implemented before there are ANY known creditors. We cannot and will NOT assist clients in evading their creditors SO please don’t ask. The hard truth. Though. Is that if YOU are a successful professional or entrepreneur WHO has accumulated valuable assets AS a result of your success. YOU MAY become the unfortunate target of malicious and often times unwarranted legal attacks. YOU MAY have liability exposure without knowing the extent of your risk. If YOU have accumulated assets of value. YOU MAY want to have an attorney perform a legal risk audit to uncover AT least some of your risk exposure SO YOU CAN decide whether to take legal steps to decrease that EXPOSURE. LEGAL asset protection is anything that CAN protect personal. Family or business assets from seizure by a creditor. This CAN BE DUE to divorce. Bankruptcy. Personal injury or civil lawsuit. There are a number of vehicles for asset protection. From Corporations and limited liability companies to family limited partnerships and irrevocable trusts. An asset protection plan CAN include a combination of different legal entities And/or trusts that daniel S. Willard. P. C. CAN provide. Securing your legacy
YOU work hard for your family. SO knowing that YOU have planned for their long term well being and financial security CAN bring YOU comfort. We thoroughly analyze your estate and strategize the best means of transferring your assets. Managing your wealth and protecting your existing assets to benefit your loved ones. Draft your living will and your last will and testament
a will is essential AT every stage of your life. Your living will sets the parameters for medical intervention if YOU become incapacitated. This ensures that. When YOU are most vulnerable. Your wishes will BE honored. Your last will provides the opportunity to distribute your property. Establish care for your children and otherwise express your wishes upon your death, a will is necessary if YOU intend to leave property to a person or entity other than a blood relative — such AS a domestic partner, a friend or a charity. If YOU DIE without a will. It is the court that determines HOW your property is distributed. WHO cares for your children. And even what happens to your PET — making decisions that might NOT reflect your desires. We CAN draft valid wills to ensure that your intentions are honored and that your wealth and assets are protected. Contact a LAW firm with your wealth and assets in mind\
for wealth management and asset protection planning in bethesda and throughout maryland and washington. D. C. . Call the LAW office of daniel S. Willard AT 301 424 1177 or contact US online today to schedule a free initial consultation.