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Asset Protection Strategies in Florida

Asset protection is about protecting the “stuff” that you have worked so hard to accumulate. It sounds simple and yet the idea of protecting your stuff may mean very different things to different people. This article will attempt to simply this concept by first defining what asset protection is as a critical part of a […] Read more

Trusts are creatures of state law.  Each jurisdiction has its own legislation authorizing and regulating trusts, and the various trust statutes can differ significantly between states.  More practically, the financial objectives you can accomplish with a trust in one state might not be possible in another. When people ask about trusts for asset protection, a/k/a […] Read more

Self-help Guru Stephen Covey writes a lot in his book “The Seven Habits of Highly Effective People” about how “interdependence” is vital and involves working in a “synergistic way” with the world around us. Nowhere is this concept more important than creating synergy in your Florida estate plan by integrating elder law asset protection, and […] Read more