Touchstone Capital, Inc.
Theodore Kerr
President/CEO
2607 Nicholson Road
Building 2 Suite 1100
Sewickley, PA 15143
724-933-8388
tkerr@touchstonecapital.com
www.touchstonecapital.com
 
 




Asset Protection

Asset Protection
Lawsuits, taxes, accidents, and other financial risks are facts of everyday life. And though you'd like to believe that you're safe, misfortune can befall even the most careful person. If you haven't done any asset protection planning, your wealth is vulnerable to potential future creditors and, should the worst happen, you could lose everything.
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State Homestead Laws
The federal Homestead Act, which was enacted in 1862, offered free 160-acre parcels of land to anyone willing to settle on them. After five years, these "homesteaders" would become the owners of the land, as long as certain conditions were met (such as building a house and living on the property). Though this act was repealed in 1976, many states have enacted their own homestead laws. If your state has one, it may protect some or all of the equity in your home against certain creditor claims.
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How Insurance Preserves Assets
How Insurance Preserves Assets table.
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How Corporations, Limited Liability Companies, and Limited Liability Partnerships Protect Personal A
How Corporations, Limited Liability Companies, and Limited Liability Partnerships Protect Personal Assets illustration.
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How an Irrevocable Trust Protects Assets
How an Irrevocable Trust Protects Assets illustration.
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How a Domestic Self-Settled Trust Protects Assets
How a Domestic Self-Settled Trust Protects Assets illustration.
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How an Offshore (Foreign) Trust Protects Assets
How an Offshore (Foreign) Trust Protects Assets illustration.
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The accompanying pages have been developed by an independent third party. Touchstone Capital, Inc. is not responsible for their content and does not guarantee their accuracy or completeness, and they should not be relied upon as such. These materials are general in nature and do not address your specific situation. For your specific investment needs, please discuss your individual circumstances with your financial adviser. Touchstone Capital, Inc. does not provide tax or legal advice, and nothing in the accompanying pages should be construed as specific tax or legal advice. Investment advisory services offered through Touchstone Capital, Inc., a registered investment adviser.  Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2025.