Asset Protection, Jupiter, FL

Asset protection is a primary concern for many individuals who require advanced estate planning. Without an effective estate plan, your loved ones may find themselves in a long and complicated probate process as a court identifies heirs, values and distributes assets, and pays debts and taxes. This process may mean your assets are not distributed according to your wishes or they are taxed heavily. Our team can help you develop and implement asset protection strategies to ensure your assets go to whom you want without requiring court approval.

We employ various strategies to protect your assets. For instance, transferring your assets to a trust while you are alive and naming a trustee to manage them can help you avoid probate fees and public record requirements and ensure a smoother transition as the assets are transferred to beneficiaries. Another option is joint ownership, as the other owner immediately inherits the assets after you pass.

We serve Jupiter, Florida, the Treasure Coast, and surrounding areas and are prepared to assist you with asset protection. Contact us today for a free consultation.