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Jeremy Kisner

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(480) 272-7116
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Q: How can I protect my assets from lawsuits?

A: One of the best ways to protect your assets (especially for those in high-risk professions such as doctors, lawyers, and engineers) is through an Asset Protection Trust. There is a look-back period, which is the time between when you transfer assets into the trust and the time the assets become protected. The look-back period can vary per state, but most states’ look-back period is four years. To learn more about Asset Protection Trusts and other potential options to protect your assets, see: Asset Protection Trusts: How Do They Work?.

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Jeremy Kisner, CFP

Jeremy is a lover of all things finance. He likes to play poker, go camping, and practice yoga, but he loves to talk economics and investment strategies even more.

Make sure to read his book, “A Good Financial Advisor Will Tell You” and check out an article quoting him in Barron’s or The Wall Street Journal.

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Financial Planning Investment Management

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2425 E. Camelback Rd, Suite 890B, Phoenix, AZ 85016

Phone
(480) 272-7116

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