Asset Protection

Estate Planning Survival Kit

Estate Planning helps your avoid probate, protect inherited assets from creditors and bad marriages, provide money management for irresponsible beneficiaries then you need estate planning to ensure your assets will survive.

Estate Planning Essential Documents

1. Durable Power of Attorney

  • Decision-making authority may be granted to almost anyone
  • Most useful to address the problems created by the principal’s incapacity, e.g. payment of bills
  • Must contain language to the effect “this durable general power of attorney… Continue reading

Protect Yourself Against Frivolous Lawsuits

Asset Protection

Certain commonly owned assets in Florida have some asset protection from general lawsuit judgment creditors. These include the family homestead, individually-owned life insurance, IRAs and company welfare and pension plans and privately owned and retirement annuities. In addition, assets owned by married persons and registered in both names as “tenants by the entirety” are protected from the lien of a judgment against either of them individually.

If you own a business or rental… Continue reading

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