Jacobson Law Office

Jacobson Law Office is a Canadian law firm dedicated to providing expert guidance on risk identification and management. We specialize in offering bespoke preservation planning and products tailored to meet the unique needs of business owner-managers, entrepreneurs, and high net worth individuals. Our primary goal is to help you protect your investments and your work in an efficient and tax-effective manner.

Risk is a complex and multifaceted concept that encompasses exposure, health, age, and recovery. Assessing your risk level involves evaluating these four elements. Our risk assessment tool provides an opportunity for you to calculate your risk factor by responding to a series of questions. If your score is two or more, it is essential that you reach out to us for preservation planning.

Bespoke Risk Management Strategies

At Jacobson Law Office, we offer customized risk management strategies designed to safeguard your assets from unforeseen circumstances. We take the time to understand your unique situation, goals, and concerns, ensuring that our solutions align with your best interests.

Our risk management strategies encompass a range of services, including:

1. Exposure Assessment: We evaluate your liability insurance to determine if your personal assets are adequately protected. Our goal is to ensure that your assets are not at risk due to insufficient insurance coverage.

2. Health Assessment: We assess your health status, taking into account any major health issues. Our goal is to help you manage potential health-related risks and protect your assets.

3. Age Assessment: We consider age as a factor in risk management. Our objective is to develop strategies that account for age-related risks and protect your financial wellbeing.

4. Recovery Assessment: We assess your capacity for recovery in the face of financial or health-related challenges. Our aim is to help you develop a plan that ensures your assets are protected and your financial future remains secure, regardless of unforeseen circumstances.

Case Studies: Real-World Solutions

Our approach to preservation planning is backed by real-world experience and successful case studies. We have a proven track record of identifying risks, developing customized strategies, and implementing effective solutions that deliver results. To explore our case studies and learn more about our approach, please click on the links provided.

Our Products: Life Insurance Protector and Principal Residence Protector

At Jacobson Law Office, we offer two innovative products designed to safeguard your assets:

1. Life Insurance Protector: Our Life Insurance Protector is a customized risk management tool that protects your company-owned life insurance from business-related risks. This product creates certainty that your life insurance remains in place for you and your family, securing your financial future.

2. Principal Residence Protector: Our Principal Residence Protector is a bespoke risk management tool designed to protect your home from financial risks. This product ensures that your home remains yours, regardless of unexpected financial challenges.

At Jacobson Law Office, we believe that managing risk is essential for everyone. By incorporating our products and services into your financial plan, you can enhance your risk management strategies and secure your financial future.