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Wealth Preservation · Authority Guide

Asset Titling Strategy for Preservation

Titling determines what's reachable in lawsuit, divorce, and estate. Resilient households title deliberately, not by default.

In this guide

  1. 1 · Executive summary
  2. 2 · Key takeaways
  3. 3 · Key strategies
  4. 4 · Pro-tips checklist
  5. 5 · FAQ
  6. 6 · Related guides & tools

Executive summary

Titling determines what's reachable in lawsuit, divorce, and estate. Resilient households title deliberately, not by default.

  • Rentals → LLC
  • Side ventures → LLC or S-corp
  • Personal residence → joint with right of survivorship or trust

Key takeaways

  • Rentals → LLC
  • Side ventures → LLC or S-corp
  • Personal residence → joint with right of survivorship or trust
  • Investment accounts → individual or joint, not commingled

Key strategies

  1. Strategy 1

    Rentals → LLC

  2. Strategy 2

    Side ventures → LLC or S-corp

  3. Strategy 3

    Personal residence → joint with right of survivorship or trust

  4. Strategy 4

    Investment accounts → individual or joint, not commingled

Pro-tips checklist

  • Review titling after every life event
  • Coordinate with estate plan

FAQ

Does an LLC really protect me?

Yes if maintained properly — separate bank, no commingling, annual filings.