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Implementing the Wealth Management Index: Tools to Build Your Practice and Measure Client Success by Ross Levin

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CHAPTER 9

Asset Protection (Preservation)

There are a lot of points for this area of the index simply because there are no second chances with many of these categories. This does not mean that there are a set of prescriptions for how to handle the components, but it does mean that each area needs to be carefully explored.

Asset protection is about keeping what you have. If an alien landed on earth and saw this area, they would probably be very surprised. Ideas here are often counterintuitive. Why would you put all of your assets in your partner's name? Why would you create a document that doesn't allow your life partner to own your share of the business should you die? Why would someone leave their partner out of their pension by taking a life-only ...

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