Asset Protection

Everything You Need to Know to Protect Your Assets With an Estate Plan

We will provide you with a well-crafted plan that shelters and protects your assets and avoids costly litigation. We don’t do this part-time, we are your Philadelphia Metro Area Estate Planning Attorneys, it’s what we do!

I started drafting Wills during Desert Shield and Desert Storm while serving in the US Navy JAGC. I expanded on that experience by obtaining a Masters in Taxation from the NYU Law School and then opening my practice focusing only on estate matters. Asset protection is an essential component in Estate Planning. As your Estate Planning Attorney, I will make the process as easy and as pain-free as possible. But, I will also craft a plan that best fits your needs at a reasonable price.

Our Estate Planning Process: We Make it Easy for You!

My goal is to be as efficient and time conscious as possible. After being an Asset Protection Attorney for over 25 years, I have developed a process. I strive for efficiency. If you would like to assemble an asset protection plan, I would begin the process as follows:

• Phone Call or Meeting: We set up a time to either meet or speak on the phone. I know you are busy, so I will always try to complete the task on the phone if possible.
• Preparation: Beforehand, either you or your financial professional can send me your information, or you can complete our online questionnaire.
• Estate Planning/Asset Protection Questionnaire: Don’t worry; most people don’t get much past filling in their names. The more you give me, the more efficient I can make our time together. We have assembled asset protection questionnaires for single persons and married couples.
• Our Initial Meeting or Phone Conference: This questionnaire allows me to prepare for our call or meeting. We will talk about your unique situation, get an understanding of your asset protection goals and start outlining options that might fit your needs. In many cases, we arrive at a decision on specific documents. I can then send you a summary and an exact quote for drafting documents. If you agree, you instruct me to move forward, and I start writing. Easy! We then find a time to review and sign the documents. Whatever and whenever is most convenient for you.

Julius A. Andrews is the founding member of Sir Lewis & Associate Law Firm, a six attorney boutique estate planning law firm. We serve clients in Pennsylvania, New Jersey, New York, Minnesota and Florida. Julius A. Andrews received his Masters in Taxation LL.M. from NYU Law School and his J.D. from the University of Minnesota Law School. He served his country in the Navy JAGC during Desert Storm. Easy to talk to, feel free to call Julius for an appointment. We will make the process as easy as possible!