ASSET PROTECTION
PLAN YOUR FAMILY’S PEACE OF MIND
Layer 1 - Best Business Practices

Effective checklists can help ensure that you don’t miss important deadlines or concerns.
Continuing education will help keep you aware of current practices and products that can best meet the needs of the clients.
Responsive communication with the clients will keep you informed of their needs.
Good bookkeeping keeps you straight with your clients and helps you be aware of your business needs. It prepares you to stay right with tax obligations.

Stacey Gardner with Shoebox Bookkeeping is affordable, efficient accurate and reliable. She has great experience helping small businesses keep track of, evaluate and properly report their finances. She frees up your time so that you can attend to other important aspects of your business.
LEARN MORE ABOUT SHOEBOX
Layer 2 - Insurance Coverage


Seann helps with all your commercial needs: general liability, cyber liability, fleets, premises, rental properties, workers comp, etc.
Curt helps with personal life insurances and business life insurances. He can get you affordable term insurance, indexed universal life, whole life and other tax favored cash value products. He can get you key person insurance and other products to finance a partner buyout. Life insurance proceeds are generally exempt from creditor attachment.
Adam helps with property and casualty insurance for cars, homes, and toys.
LEARN MORE ABOUT INSURERIGHT

Josh Naumu of US Health Advisors helps people get and maintain appropriate health and disability insurance. For qualified individuals, his plans have low premiums and great benefits.
LEARN MORE ABOUT US HEALTH
Layer 3 - Appropriate Business Structure


Robert Fugal of Intervivos can help you establish appropriate legal structures to protect the owners and guide the operation of the business throughout its duration. He can help you set up effective plans for business succession and transfer of assets when you are gone. He can help establish a variety of asset protection trusts that can protect from creditor aggression and qualify for means tested public benefits such as Medicaid and Veterans Benefits.
LEARN MORE ABOUT INTERVIVOS
Layer 4 - Strategic Investment


Tyler Olson of Ascend helps people plan for retirement and guides them in appropriate investments for long term growth and security in both tax qualified and non-tax qualified investments. He performs a careful analysis of your whole economic circumstances and guides you to do what is in your best interest.
LEARN MORE ABOUT ASCEND
Call Us For A FREE Consultation: (801) 426-4700
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Our Promise
Invest In Real Estate With Confidence

A real estate deal involves a lot of small print. Just one little technical mistake could haunt you for years and cost you unknowable amounts of time and money.
Whether you're a first-time home buyer, investing in rental properties, or growing your business, your real estate transaction is a complex investments with many secondary financial implications.
We promise to provide you with the security you need to purchase real estate with confidence. Work with us to ensure make sure your contract is rock solid and that there are no surprises waiting for you.
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We'll review your situation with you and provide a quote for the services you need and only the services you need.
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Listen To What Our Clients Say...
Because It's Our Client's That Matter Most

Sarah C.
Yale was great... affordable, accessible, responsive and knowledgeable. He spent time with me one-on-one and achieved a positive outcome for my family and me.

Lisa L.
With his many years of experience, Mr. Lewis was very knowledgeable in response to my case. While he acted as my council, he was prompt in his responses and clear about what had to be done, saving me time and money..

Angela M.
If you need an attorney to tell you the truth and get the job done, Mr. Lewis is definitely the right attorney. I have been a Paralegal in the legal field for more than 5 years and have met many attorneys and Mr. Lewis is by far one of the most well-versed attorneys in his field that I have ever met.
Debunking Some Real Estate Myths
I have a real estate broker so I don't need a lawyer.
A real estate broker is paid to close deals, not to look out for your interests. They are not qualified to offer legal advice and may not be too concerned about the finer details of your contract. Legal advice from an experienced real estate attorney protects your interests and helps avoid significant issues down the road.
Real estate attorneys are too expensive.
The pricing is determined by the firm you choose, but there are many quality real estate attorneys that perform basic real estate services like title searches, contract reviews, and closings for very reasonable fees. In any case, it is much more affordable then ending up in costly litigation due to issues that were easily avoidable.
Lawyers just complicate the process.
A good real estate attorney should actually make your transaction go more smoothly. We reduce the chances of last-second surprises that delay or disrupt your transaction by doing our due-diligence up front.
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Right Real Estate Attorneys For You.
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Respected and Experienced Real Estate Attorneys
Hear What Clients Like You Are Saying About Us:

Eryn
I am going to be very honest: my case has not gone before the judge yet. Knowing that I am still absolutely comfortable giving Mr. Lewis a 5-star rating. He has already earned my trust and admiration. He is beyond attentive; he is proactive and I can tell he spends a lot of time and energy on my case. He is in constant email and phone communication. Any question I have is answered promptly, thoroughly and honestly. Quite simply put, he is the best lawyer I have ever worked with. I can not recommend him enough.
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ADDRESS
384 E. 720 South, Ste. 201
Orem, UT 84058
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