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Attorney James Owen

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  • Retirement and Asset Protection
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Retirement and Asset Protection

Retirement

You have worked hard to create that nest egg. Most likely you have put it away in a managed employer-sponsored savings plan like a 401(k). Your assets may be held by a custodian such as an IRA custodian. Consider ways that you can liberate those funds into a structure that would allow you great flexibility to direct investment of those funds.

Asset Protection

The right structure is essential. Generally speaking, business assets are appropriately held in business entities/structures; while personal assets are appropriately held in Trusts. Both can be used to minimize your risks and protect your assets and your privacy.

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Contact Us:

Attorney James Owen
100 E. Corsicana Street; Suite 101
Athens, Texas 7575

(903) 681-6487 - phone
(469) 533-4616 - fax
 
  • Home
  • Control your 401(k)
  • Retirement and Asset Protection
  • Estate Planning
  • Attorney James Owen
  • Contact Us

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