Guard Your Legacy
Tailored solutions for professionals, business owners, investors, and family leaders.
Achieve peace of mind with personalized estate and asset protection plans.
Guard Your LegacySub-Headline
Tailored solutions for professionals, business owners, investors, and family leaders.
Achieve peace of mind with personalized estate and asset protection plans.
About Shandon Phan
I'm Shandon Phan, Managing Attorney at the Shandon Phan Law Firm in Houston, Texas, where I specialize in estate, business planning, and asset protection tailored to the needs of families and business owners. My mission is to be a trusted advisor, helping to preserve your legacy and secure your long-term well-being. I'm also involved with Wealth Counsel and Lawyers with Purpose, using the latest strategies for estate and asset protection planning. Every week, I share my insights on a legal & business radio talk show in Houston and Dallas, and I'm currently writing the Legal Guide for Families to further aid in demystifying estate planning and asset protection.
MODULE ONE
Introduction to Estate and Asset Protection
OUTCOME
Foundational knowledge of asset and estate protection principles.
DESCRIPTION
Kick off your journey with an overview of estate and asset protection, including key terms and concepts that will fortify the security of your loved ones and assets.
MODULE TWO
Assessing Current Financial Health
OUTCOME
Clear understanding of current financial and asset standings.
DESCRIPTION
Assess your financial situation to identify strengths and vulnerabilities in current asset management, ensuring you're positioned for effective legacy planning.
MODULE THREE
Legal Basics for Asset Protection
OUTCOME
Knowledge of legal implications affecting estate planning.
DESCRIPTION
Dive into legal issues that impact estate planning, including wills, trusts, and business entity formation. This knowledge empowers you to navigate complexities with confidence.
MODULE FOUR
Risk Management Strategies
OUTCOME
Effective strategies to mitigate identified risks.
DESCRIPTION
Develop skills to anticipate and mitigate risks to your personal and business assets, safeguarding your future endeavors and family legacy.
MODULE FIVE
Creating Your Life Legacy Planning Map
OUTCOME
A personalized map tailored to protect desired legacies.
DESCRIPTION
Begin drafting a personalized Life Legacy Planning Map that aligns your protection plans with your long-term goals, ensuring a lasting impact.
MODULE SIX
Trusts and Wills
OUTCOME
Ability to choose the appropriate document for asset distribution.
DESCRIPTION
Understand the differences between trusts and wills and decide which is suitable for various types of asset distribution, securing your assets in alignment with your wishes.
MODULE SEVEN
Tax Implications in Estate Planning
OUTCOME
Strategies to minimize potential taxes on estates.
DESCRIPTION
Learn how to effectively plan for and minimize taxes, maximizing the value of your estate with strategic insights tailored for your financial growth.
MODULE EIGHT
Business Succession Planning
OUTCOME
A clear business succession plan.
DESCRIPTION
Create a detailed plan for the future management and ownership of business assets, ensuring your business thrives through transitions and beyond.
MODULE NINE
Protecting Intellectual Property
OUTCOME
Effective protection measures for your intellectual property.
DESCRIPTION
Identify and implement strategies to protect your valuable intellectual assets, ensuring your creative and business outputs are secured against infringement.
MODULE TEN
Insurance Solutions for Asset Protection
OUTCOME
Effective use of insurance in asset protection strategies.
DESCRIPTION
Explore different types of insurance policies and understand how they can be used strategically to protect your personal and business assets from unforeseen events.
MODULE ELEVEN
Communicating with Loved Ones about Estate Plans
OUTCOME
Effective communication about estate plans.
DESCRIPTION
Learn techniques for discussing sensitive estate planning issues with family members, ensuring clarity and understanding in your plans for future generations.
MODULE TWELVE
Review and Finalize Your Life Legacy Planning Map
OUTCOME
A completed and actionable Life Legacy Planning Map.
DESCRIPTION
Finalize your Life Legacy Planning Map with personalized coaching, ensuring all aspects are covered and your plans are set for implementation.
Who is it for?
- A professional, business owner, investor, or family leader
- Concerned about protecting your loved ones, business, and estate
- Seeking peace of mind with personalized estate and asset protection plans
Who is it not for?
- Not concerned about estate and asset protection for loved ones and businesses
- Unwilling to employ a personalized planning approach
- Not seeking long-term peace of mind for the safety of your assets
Guard Your Legacy
Tailored solutions for professionals, business owners, investors, and family leaders.
Achieve peace of mind with personalized estate and asset protection plans.
Guard Your Legacy
Tailored solutions for professionals, business owners, investors, and family leaders.
Achieve peace of mind with personalized estate and asset protection plans.
