Stage 6 of the Landmark Wealth Framework

Build Protection Before It Is Tested

Asset protection is not a stack of LLCs. It is the coordinated use of entities, insurance, agreements, operating practices and legal documents to reduce avoidable risk before a problem occurs.

Take the Stage 6 Quick Check Request a Coordinated Review
35+ Years
of Experience
Thousands of
Investors Served
Specialized in Real Estate
& High-Income Tax Strategy
Proven Strategies.
Real Results.

The Landmark Wealth FrameworkTM

Stage 1

Tax Ready Books

Current books. Organized documents. Nothing to reconstruct.

Stage 2

Year-Round
Tax Planning

A decision calendar, reviewed quarterly—not discovered in April.

Stage 3

Strategic
Tax Reduction

Cost segregation, REPS, short-term rentals and 1031 exchanges—matched to facts.

Stage 4

Cash-Flow
Optimization

Debt, reserves and capital put to productive work.

Stage 5

Wealth
Accumulation

Deliberate allocation across active and passive capital.

Stage 7

Legacy

Family, purpose and succession—what the wealth is for.

Asset Protection

What this stage reviews
Ownership structure, entity maintenance, business and property insurance, personal guarantees, contracts, leases, operating agreements, separation of accounts and records, and the alignment of legal title with the tax and estate plan.
Landmark’s role
Landmark helps identify tax and financial coordination issues and works with qualified attorneys and insurance professionals. Landmark does not provide legal advice or promise that any structure eliminates risk.

Would Your Current Structure Hold Up Under Stress?

Answer Yes or No. Your answers are educational and are not tax, legal or investment advice.

01

Are property ownership, entity records, bank accounts and tax reporting consistent with one another?

02

Have property, liability, umbrella and business insurance limits been reviewed recently?

03

Are operating agreements, leases, contracts and ownership records current and signed?

04

Have personal guarantees, cross-entity exposure and succession issues been reviewed with qualified professionals?

YOUR RESULT
0 / 4 Yes

Request an Asset Protection Readiness Review

Your Result

4 Yes: This stage appears substantially in place.

2–3 Yes: There are gaps worth addressing.

0–1 Yes: Make this stage a priority before moving higher in the Framework.

Resource Cards

Entity and Document Inventory

List each entity, owner, property, bank account, agreement and filing in one place.

Download the Inventory

Insurance Coordination Checklist

Questions to discuss with a qualified insurance professional.

Get the Checklist

Asset Protection Professional Network

Educational introductions to appropriately licensed legal and insurance professionals.

Request an Introduction

Landmark helps identify tax and financial coordination issues and works with qualified attorneys and insurance professionals. Landmark does not provide legal advice or promise that any structure eliminates risk.

Request an Asset Protection Readiness Review
Previous Stage 5 — Wealth Accumulation
Next Stage 7 — Legacy