Asset Protection Liability Management & Insurance Planning
Debt is not bad, but it is dangerous. Think of it like a knife. If used properly, it has many positive uses. Used carelessly, and it can cause severe and long-lasting damage. Asset protection is the concept of legally using strategies, entities, planning tools, and insurance to protect your assets and family from litigation and frivolous lawsuits, divorces, family disputes, and in today’s environment, identity theft. While many people avoid using life insurance, the truth is it can be an excellent tool for saving taxes, protecting assets and people in the family, an investment to increase the family’s wealth, providing income, avoiding inadvertently disinheriting children, equalizing inheritance, and liquidity so illiquid assets do not have to be liquidated, especially at inopportune times, to pay taxes or debts.
Liability Management, Insurance and Asset Protection
-
Trustee Liability Audit
-
Asset Protection
-
Property and Casualty Insurance Assessment
-
Life Insurance Analysis
-
Specialty Practice Lines of Insurance
-
Personal Security
-
Collectibles Inventory, Appraisal & Protection
-
Carrier Solvency Analysis
You Can Have It All
By Kip Kolson
You’ve seen and heard the stories of dissension, fighting, greed, and legal actions when an inheritance is up for grabs. You may be thinking, “That won’t happen in our family.” Think again! It has been statistically proven that 70% of wealth is lost each time it transitions to the next generation. Two primary factors are loss of trust and breakdown in communications. Working with families of all sizes and levels of wealth, but especially with high net worth families for almost 25 years, Kip Kolson has learned that the only way to overcome these challenges is through a holistic, integrated financial and personal coaching program that builds a cohesive team of all living generations. He wrote this book to help families: Develop a shared family vision, mission, and purpose- Build strong family ties, teamwork, and legacy- Grow and protect family wealth through multiple generations- Ensure future generations can realize their financial needs and dreams- Retain family control over family enterprises and wealth- Experience the joy of helping causes they care about
” Train up a child in the way he should go and when
he is old he will not turn from it.”
Contact us or click the link below to learn how you can obtain a copy of Kip’s book, You Can Have it All; Wealth, Wisdom, and Purpose–Strategies for Creating a Lasting Legacy and Strong Family
Creating Your Family's Better Future
Contact Family Wealth Leadership Today
Contact Us
Located in Irvine, CA
Family Wealth Leadership
Headquarters
2 Venture, Suite 460
Irvine, CA 92618
T: (949) 468-2000
F: (949) 468-2020
Office Hours:
Monday – Friday 8:00am – 5:00pm
