Video Blog: Who Else Should Help Me With My Asset Protection Plan?
Attorney Jeffrey P. Coleman describes some professionals who may also assist you in customizing a successful asset protection plan.
Video Transcript:
Attorney Jeffrey P. Coleman describes some professionals who may also assist you in customizing a successful asset protection plan.
Video Transcript:
You need to work with a team, that team is going to be comprised of two people like your CPA; because there are some issues where it might be a great decision to make from an asset-protection-point-of-view, but it puts you in a terrible tax position or vice versa.
You also want to make sure that you’ve got a professional insurance agent (especially if you own a business) working on interfacing your asset protection plan with your insurance requirements.
There is give and take between these different professionals and each decision needs to be made by you working with your team.
Complete honesty and a close attention to all details involved in my case. Close guidance in all areas.
We are pleased to have this opportunity to describe how individualized your services were to our needs. Not only was the staff attentive, caring and helpful, but also the firm was extremely in tune to the complicated activity of market affairs and our particular problems. We would definitely recomm… Read more
I’m very pleased with the way the Coleman Law Firm handled my matter. They were caring, fast, and I felt I was in good hands.
I have referred probably at least five cases to the Coleman Law Firm. I have found Mr. Coleman and his staff to be both knowledgeable and down to earth. Mr. Coleman assisted with real estate matters, probate matters, and some personal injury cases with success. I will continue to refer cases to him … Read more
My husband and I saved and planned for a comfortable retirement. We retired in 2000. Due to improprieties and uncontrolled circumstances by our financial advisor and financial institute; we lost a substantial amount of our retirement savings. Thankfully, we were referred to attorney, Jeffrey P. Cole… Read more
Jeff & Emily prepared a complete estate planning package for me. All documents, including adjustments due to recent changes in the law and specific stipulations I requested. Everything completed in a professional, timely manner and with patience in dealing with me. I would recommend The Coleman Law … Read more
Mr. Coleman is obviously very knowledgeable in his field, but he is also very approachable, and easy to talk to. He takes the time to explain things fully in a way that is easy to understand. He kept me very well informed of the progress of my case, and then made a superb presentation at my final he… Read more
Jeff Coleman helped me with my case and I would use and recommend him again.
My name is Dr. Christine LaRae Larson. I have been involved with Coleman Law Firm, needing legal counsel in my new role as a trustee. Personally and on the front end of my position, I had very little experience as a trustee. But now, as my involvement with Coleman Law Firm has continued, I am no lon… Read more
I engaged the Coleman Law firm on two occasions and all of my transactions were handled from out of state. Mr. Coleman and all of his staff were very knowledgeable and personable. They dealt with everything in a very professional and timely manner. They kept me informed of what was happening all the… Read more