Asset Transfers

Correct titling of your assets is one of the most important factors in implementing an effective Asset Protection System™. Each asset must be properly titled in order to obtain the desired outcomes for protection, probate, tax treatment, and any number of other objectives. This is a critical planning aspect which is frequently overlooked and left uncompleted.

BLPG has created a process to identify, transfer, and monitor your assets.

Asset Transfer and Titling Services:

  • Asset Schedule Preparation
  • Asset Documents Organization
  • Real Estate
  • Bank, Savings and Investment Accounts
  • Life Insurance
  • Stocks and Bonds
  • Retirement Accounts
  • Entity Interests
  • Vehicles
  • Equipment
  • Personal Property
  • Liability Insurance
  • Trust Allocations and Distributions