Disaster Audit Program


During this 1 ½ hour session you will meet with an attorney who has reviewed your unique, personal situation to prepare for your session.  You will:

  • do a “worst case” scenario analysis if you are confronted  with a disastrous lawsuit
  • examine what assets are at risk
  • identify immediate opportunities to protect yourself
  • discuss how to make sure what is already protected stays that way
  • review and/or set your goals as they relate to what you wish to accomplish by protecting your assets
  • review the laws to learn strategies available to protect your assets
  • learn what assets are exempt in the state of Massachusetts
  • learn why most asset protection plans fail
  • learn the “key” to protecting your assets
  • discuss how to take advantage of the ever-changing laws
  • learn strategies to deal with change


To get started please complete the Asset Protection Matrix and fax it to our office.