ASSET PROTECTION
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PROTECTION OF YOUR ESTATE WEALTH
O’Rourke & Associates can protect your estate wealth from:
Unnecessary taxes
Divorce settlements
Bankruptcy
The risk of your estate being contested
PROTECTION OF YOUR ASSETS
O’Rourke & Associates can protect your assets before and up to death and after death:
Before and up to death
Attack by creditors
Protective capital reserved trusts
Protective child support trusts
Execution of powers of attorney
After death
Use of protection entities to protect your beneficiaries
PROTECTION OF YOUR BUSINESS ASSETS
O’Rourke & Associates can protect your business assets by:
Optimal tax entity structuring
Planning for the event that a key member of the business dies
Planning for a key member of the business exit from the business
