Covering Your Assets: Wealth Preservation in Texas
About this episode
In this episode, estate and tax planning attorney, Jana Simons joined Joel Crouch for a practical and insightful discussion on asset protection and wealth preservation in Texas. Jana breaks down what individuals, families, and business owners need to know about protecting their assets from future creditors—including what’s already protected by law and what proactive planning can (and can’t) accomplish. The discussion covers homesteads, retirement accounts, life insurance, personal property exemptions, irrevocable trusts, and LLCs. It's a must-listen for advisors, professionals, and anyone interested in safeguarding wealth in a litigious world.
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