The accounting firm of Burns & Sheaffer has a large number of small business clients. They would like to provide a more encompassing service to their clients than merely budgeting, bookkeeping and tax preparation. One of the most important questions that constantly is posed to them by their clients is how can I protect my wealth? As a result, Burns & Sheaffer has decided to investigate asset protection, which is not the same as financial planning or estate planning, but is an integral part of both.
Since no estate plan can be complete without incorporating asset protection planning and no financial plan can be complete without incorporating asset protection planning, the firm realizes that the best financial and estate plan can be rendered meaningless by a negligence lawsuit on attack by another creditor such as the IRS.
A Concentrix Wealth Advisor can help Burns & Sheaffer review the assets of their clients, such as their brokerage accounts, rental properties, vacation properties, cash value insurance, personal residence and make sure that these assets are protected for their clients.
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