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
- Personal Property
- Liability Insurance
- Trust Allocations and Distributions