Granite Rock TDI, LLC

With ever increasing valuations of real property, numismatics and stock and Crypto-currency portfolios, Asset protection and Estate Planning initiation is not a one-size-fits-all endeavor. Many assume from friends, general research or inexperienced professionals that planning involves more than just the creation of an LLC or corporation, utilizing Insurance policies and and utilizing a Trust.

 

Proper planning suggests there’s an understanding of client’s personal and business goals, then designing a plan that specifically comports with desire, but more importantly, a plan that is relevant. Have you ever heard the idiom, “you don’t know what you don’t know?” When it comes to protecting your business assets, real estate holdings, wealth portfolio, or one’s financial future, working with strategists who are more than just entity planning architects; they must also understand what it takes to make and maintain your business success. Entities along with taxes must always be considered when designing an “A Plan” that addresses both asset safety and tax planning, but equally important is its impact on your business. Therefore, at Granite Rock TDI, we consider each situation: legal, tax, financial, and business when gathering information to assist in creating your plan.

 

The truest misnomer most think is gospel is that one must have a high net worth in order to begin the process of asset protection and safety. If anything is titled in your name and your desire is to keep those assets safe then YOU are the individual that ought to investigate a wealth protection plan. An efficient plan should focus on for your assets, comfort level, fears and risks. If you are a Business owner, parent, investor, own real estate, a physician and other professional you are at substantially greater risk of encountering major lawsuits that could have catastrophic consequences, thus YOU have an even greater need to implement such a Plan that protects all that you have earned through hard work and determination.

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An appropriately devised plan performs three primary functions: lawsuit deterrence, settlement negotiation leverage and/or placing your assets out of the reach of a legal opponent. Ideally, engage asset protection planning prior to a lawsuit or cause of action. However, if have not done so, you can implement it at nearly any time.

 

Every situation is different, so we encourage you to call and speak to an experienced professional, as we are partnered with attorney's for legal advice and confidence in our product offerings for a more comprehensive education on safeguarding YOUR accomplishments!