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Risk Management

Client Centered

Managing risk can take many forms. At Bailey Wealth Advisors, we take a proactive approach to reducing risk by offering a variety of programs designed to protect you and your family now and in the future, including but not limited to:

  • Estate/Asset Protection – Utilizing various organizational structures and trusts, we develop strategies that can help shield you, your family and your assets from litigious claims, taxes and improper management.

  • Disability Insurance – Disability income insurance provides supplemental income to an individual whose earnings have been impacted due to an accident or illness.

  • Long-term care – Long-term care insurance provides you with day to day assistance when a serious illness or disability renders you unable to care for yourself, whether physically or cognitively, for a lengthy period of time.

  • Life insurance – Life insurance is often purchased to replace income that potentially can be lost with the death of a wage earner. Life insurance policies work from the same basic idea - they help protect the financial security of your family in the event of your untimely death.

Estate/Asset Protection Strategies

Protecting assets requires long-term thinking and seasoned experience in understanding how to leverage estate planning opportunities for you and your family. Our specialists can help you design strategies that consider:

  • Property ownership alternatives include: Trusts, LLCs, FLPs, Charitable structures
  • Appropriate corporate structures
  • Estate tax reduction techniques
  • Insurance analysis
  • Qualified plan distribution alternatives
  • Family-gifting strategies
  • Charitable planning
  • Employee stock options

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