Asset Protection2023-11-08T19:23:17+00:00

Asset Protection Strategies

Guarding Your Wealth, Shielding Your Future: Your Trusted Resource for Asset Protection

Personal and Proactive

Asset Protection Services

Business Structure Evaluation

Choosing the right business structure is fundamental to asset protection. Our business lawyers conduct a thorough analysis of your current business structure, whether it’s a sole proprietorship, partnership, corporation, or limited liability company (LLC). Based on this assessment, we provide tailored recommendations to strengthen your business’s legal foundation, ensuring your personal assets are shielded from potential business liabilities.

Asset Segregation Strategies

We implement effective asset segregation techniques to safeguard your personal wealth from business-related risks. This involves creating a clear distinction between your personal assets and those owned by your business. By establishing separate accounts and legal entities, we minimize the impact of business debts or legal actions on your personal finances, enhancing your overall asset protection strategy.

Trusts and Estate Planning

Forward Law Firm is well-versed in in crafting personalized trust and estate plans to protect your assets for future generations. Our experienced estate planning attorneys work closely with you to create trusts that secure your assets from estate taxes and creditors. Through strategic estate planning, we ensure that your wealth is preserved and transferred to your heirs according to your wishes, minimizing the potential for external claims.

Legal Compliance and Documentation

Maintaining meticulous legal compliance and documentation is vital for asset protection. We assist you in preparing and organizing essential legal documents, contracts, and agreements. By ensuring that all paperwork is accurate, up-to-date, and in compliance with relevant laws and regulations, we help mitigate the risk of legal disputes and protect your assets from potential challenges.

Insurance Review and Optimization

Insurance is a crucial component of asset protection. Our team conducts a comprehensive review of your existing insurance policies, including liability insurance, business interruption insurance, and professional indemnity insurance. We identify coverage gaps and work closely with reputable insurance partners to optimize your insurance portfolio. By ensuring adequate coverage, we provide an additional layer of protection for your business and personal assets.

Litigation Prevention Strategies

Preventing litigation is a proactive approach to asset protection. We develop customized strategies to minimize the risk of potential lawsuits and disputes. This may involve creating clear contractual agreements, implementing internal policies and procedures, and conducting regular legal audits of your business practices. By addressing potential legal vulnerabilities, we reduce the likelihood of litigation, safeguarding your assets from the financial impact of legal challenges.

Work with Forward

Recognizing the intricate legal considerations surrounding significant investments, Forward Law Firm offers essential preventive legal services tailored for asset protection. We understand the challenges involved in safeguarding your assets and provide proactive solutions to address potential legal issues, establishing a robust foundation for your financial security.

Our team of seasoned attorneys is dedicated to securing your interests and ensuring the protection of your assets. By investing in preventive legal services with Forward Law Firm, you gain a committed partner working tirelessly to safeguard your wealth and assets. With our comprehensive legal support, you can be confident that your financial future is well-protected and poised for success.

Photo of Phil Calandrino and Jared Mangum

Risk Exists Everywhere

What is at risk?

As a business owner, risk can be found virtually everywhere. Statistically, anywhere between 35% – 53% of small businesses are engaged in at least one legal dispute yearly. At any time, 90% of all businesses are engaged in litigation.*

That is why asset protection is such a crucial aspect of your overall business strategy.


Of Business Involved in Litigation at any given time


Percentage of Small Businesses Sued Yearly

Why Asset Protection Matters To Entrepreneurs

  • 1

    Safeguarding Your Hard-Earned Assets

    Your business and personal assets are the culmination of your hard work and dedication. Asset protection shields your wealth from potential creditors, lawsuits, and unforeseen financial challenges. By proactively securing your assets, you create a robust barrier, ensuring your financial well-being and peace of mind.

  • 2

    Preserving Business Continuity

    Legal disputes and financial setbacks can disrupt your business operations, jeopardizing your continuity. Asset protection strategies provide a safety net, allowing your business to weather storms and continue functioning even in the face of legal challenges. This continuity is vital for maintaining your revenue streams and sustaining your enterprise in the long run.

  • 3

    Maintaining Your Reputation

    Legal battles can tarnish your business reputation, eroding customer trust and investor confidence. By safeguarding your assets, you not only protect your financial standing but also preserve the integrity and credibility of your business. A strong, reputable business is more resilient and better positioned for growth and success.

  • 4

    Empowering Strategic Decision-Making

    Knowing that your assets are secure empowers you to make strategic decisions for your business without the constant fear of legal repercussions. It allows you to focus on innovation, expansion, and building a sustainable future for your company, rather than being preoccupied with potential legal threats.

Why work with us?

Looking to safeguard your assets and ensure a secure future? Forward Law Firm specializes in proactive asset protection services designed to navigate the complexities of the legal landscape. Our attorneys offer clarity and protection, empowering you to make informed decisions that safeguard your investment and pave the way for a promising future.


What is a living will, and how does Forward Law Firm help clients in drafting one?2023-10-19T20:38:49+00:00

A living will, or advance healthcare directive, outlines your healthcare preferences if you become incapacitated. Forward Law Firm assists clients in drafting living wills, ensuring their medical treatment wishes are respected and followed in the event of serious illness or incapacity.

How does Forward Law Firm assist in business succession planning?2023-10-19T20:38:32+00:00

Business succession planning involves preparing for the transfer of a business in the event of retirement, disability, or death. Forward Law Firm provides legal counsel on structuring business succession plans, ensuring a smooth transition of ownership and management to the next generation or designated successors.

What is the importance of beneficiary designations in estate planning?2023-10-19T20:37:51+00:00

Beneficiary designations on financial accounts and insurance policies play a critical role in estate planning. Forward Law Firm guides clients in properly designating beneficiaries to ensure assets are transferred efficiently and in accordance with their wishes.

How can Forward Law Firm assist in protecting assets from creditors and legal claims?2023-10-19T20:37:26+00:00

Asset protection is vital for safeguarding wealth from potential creditors and legal claims. Forward Law Firm provides legal strategies to protect assets, including the use of trusts, limited liability entities, and other lawful means to shield assets from potential risks.

“Forward Law is amazing, used them for some business and personal matters. Very responsive, attentive and professional.”


“From start to finish Forward Law Firm was a pleasure to work with. The entire team that assisted us were top notch. I highly recommend this firm.”


“In a nutshell, my experience with Forward Law Firm, guided by Phil Calandrino, was exceptional. Their transparent fixed fee billing, combined with their legal expertise and commitment to their clients, makes them a top-notch choice. If you’re looking for legal services that put your peace of mind first and deliver outstanding results, I wholeheartedly recommend Forward Law Firm. They made a real difference in my legal journey, and I couldn’t be happier with the results.”


“Jared and Andy from Forward Law have been an absolute pleasure to work with! Jared is undeniably the best in the business when it comes to business law. His depth of knowledge and expertise instill unwavering confidence in the legal process. You leave every meeting with the reassuring feeling that you and your company are not only in good hands, but in the hands of a true professional who genuinely cares about your success. I highly recommend this company!”

“We would give Jared at Forward Law Firm 1000 rating if available. He truly listened to each of us and carefully explained our options for starting our new business venture. He also raised questions we would not have thought of. In starting a new business, it is best to do it right and we made the right choice with the right lawyer so we can move forward in the right way. Thank you, Jared”

Who This is For.

New Business Owners

New business owners are at a huge risk of disputes and litigation, whether from a business ownership dispute, or a gap or oversight in one of their contracts. With limited resources, you have to feel confident in your legal representation that they can get you the best coverage in place as quickly as possible.

Existing Business Owners

If you’ve been operating for awhile, you know legal issues can come out of nowhere, and often when you’re the least prepared. Retaining an experienced commercial litigation attorney can make all the difference when it comes to final numbers with fees and settlements, or judgments.

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Let’s get started.

We’re here to help answer your questions. Legal matters can be complicated, our team is on hand to help inform you of every aspect regarding your topic. We take great pride in using our expertise for you and look forward to hearing from you.

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