ASSET PROTECTION LAWYER Sunrise

Asset protection is a vital aspect of estate planning and wealth management, ensuring that your hard-earned assets are shielded from risks such as IRS, private creditors, and slip and fall property liability. Our expertise extends to various areas, including homestead protection, investment property, bequests, and tax-exempt trusts.

In Florida, homestead protection laws safeguard your primary residence from creditors’ claims, subject to certain conditions. Our asset protection attorney can help you navigate these complex laws to ensure that your homestead remains protected and passes on to your heirs and beneficiaries as intended.

Protecting your investment property is essential to preserving your wealth. Sunrise Planning & Probate law firm will help you develop strategies to minimize potential risks and vulnerabilities associated with owning investment property, enabling you to safeguard your assets for future generations.

A gift and estate tax exempt trust allows you to transfer assets to your beneficiaries without incurring gift or estate taxes. Our attorney will assist you in creating a trust and filing the necessary gift tax returns (IRS Form 709), ensuring compliance with relevant tax laws.

A spendthrift trust can provide additional asset protection by restricting a beneficiary’s access to the trust’s principal. This arrangement offers creditor protection by preventing creditors from reaching the trust assets. Our team will help you establish a spendthrift trust tailored to your specific needs and circumstances.

Florida law provides exemptions for certain assets, protecting them from creditor claims. Our attorneys will guide you through the process of identifying and maximizing these exempt assets to optimize your asset protection strategy.

At Sunrise Planning & Probate law firm, Geoffrey Langbart pride himself for his extensive experience and expertise in asset protection. Our commitment to professional and confident legal services ensures that our clients receive comprehensive, tailored advice to secure their wealth and legacy for generations to come. Contact us today to learn more about our asset protection services in South Florida.