At the Law Offices of Meghan E. McNulty, we create practical plans to protect what matters and we’re here for anyone you think could benefit, too.

If you’ve created a will or trust, you’ve already taken meaningful steps toward securing your future. But asset protection and financial planning involve more than just signing documents. It’s about making decisions now that can help reduce stress and uncertainty later on.

We work with clients to create plans that are tailored to their specific circumstances. Whether your goal is to manage risk, prepare for the unexpected, or pass assets to the next generation, we aim to provide guidance that reflects your needs and values.

Asset Protection Is About Preparation and Clarity

Asset protection is not only for those facing immediate risks. It can also help clarify how your assets are used and managed during your lifetime and after.

We assist clients with:

• Structuring trusts that provide clear instructions for asset management and distribution
• Separating personal and business assets to help manage potential liability
• Planning for incapacity by naming trusted individuals to act on your behalf
• Aligning financial and legal tools to support long-term goals

What a Financial and Legal Protection Plan May Include

An effective plan may involve:

• Revocable living trusts to avoid probate and maintain privacy
• Irrevocable trusts, where appropriate, to manage risk
• Business entities such as LLCs to hold specific assets
• Durable powers of attorney for financial and health care decisions
• Insurance review to understand how coverage fits into your strategy

These tools work best when they’re coordinated as part of an overall plan.

When to Revisit Your Plan

It’s a good idea to review your estate and financial plan when your life or circumstances change.

Consider an update if:

• You have acquired new property or investments
• You’ve started or sold a business
• Your family has grown or changed through marriage, divorce, or children
• You’ve relocated to California from another state
• It has been more than three years since your last review

Adjusting your plan to reflect your current situation helps keep things clear and manageable for those you care about.

Whether it’s for you or someone you care about, we’re always here to help.

If you have questions about your existing plan or want to discuss possible updates, we’re available to help. If someone close to you could benefit from a similar conversation, we welcome referrals and are happy to talk.

Thank you for allowing us to be part of your planning. We value the relationship and remain committed to helping you stay informed and prepared.