Asset Protection

How We Can Help

Our office offers a variety of Asset Protection Plans for our clients. Whether you want to protect your many assets from potential creditors or whether you are concerned about having enough funds to provide for you as you age – we can help put together a personalized and comfortable plan for yourself and your family.

Protecting Your Family And Your Future

Is a Long-Term Care Asset Protection Plan Right for Me?

Do you have concerns about:

Protecting current assets from potential creditors,
Providing for an easy distribution of your assets following your passing,
Running out of money if you (or your spouse) become ill and require care,
Having no control over who provides care for you if you need it,
Leaving an inheritance to your loved ones, only to have it taken by their creditors,
Your children misusing the property or money you leave to them,
Providing support to a loved one with a disability both during your lifetime and after your passing,
Making sure your wishes about care and your finances are carried out.

If you answered yes to any of the questions above, we can help. A long-term care asset protection plan is not a one-size-fits-all set of documents. Each plan is designed based on your concerns, your desires, and your goals.

Winning the Lottery: Financial Nightmare or Dream?

By Andrea Jakob | December 2, 2023

When your bank account balloons, so might your fan base. Family, old buddies, and even scammers may line up for a share. It’s okay to say no. Still, you might want to give some away to people or charities. Remember, big gifts might mean big taxes. For 2023, you can give away $17,000 without tax or $34,000 with your spouse. For 2024, it’s $18,000, or $36,000 for couples.

Happy multi-generation family portrait in the countryside

13 Estate Planning Terms You Need to Know

By Andrea Jakob | May 19, 2022

Estate planning is not just for the wealthy, it is something every adult should do. Estate planning can help you accomplish any number of goals, including appointing guardians for minor children, choosing healthcare agents to make decisions for you should you become ill, minimizing taxes so you can pass more wealth onto your family members, and stating how and to whom you would like to pass your estate on to when you pass away.

Different Types Of Florida Trusts And When You Might Need Them

By jakoblegal | April 4, 2022

A trust is a legal document that can be created during a person’s lifetime and survive upon that person’s death. There are several types of trusts that can be established based upon that person’s needs or the needs of their surviving heirs. Understanding the different types of trusts and their uses may help you determine…

How to Protect Your Family’s Financial Risk

By Andrea Jakob | October 20, 2021

Also called “Continuity Planning” our goal it to reduce any long-term risk for our businesses and family investments. Businesses should also consider business succession plans (what happens if the unthinkable happens) or simply planning for retirement as well.

Protect Yourself from Fraud

By Andrea Jakob | March 20, 2021

Whether it’s guilting you into investing, instilling fear in you, or giving you the impression that they are professionals, con artists know exactly how to persuade you. Don’t rush yourself and don’t allow others to rush you. Take your time when making investment decisions, remain skeptical of unsolicited offers or offers that seem like they are too good to be true, and be sure that your money is always accessible.

How does an LLC Really Work?

By Andrea Jakob | September 11, 2020

The limited liability company (LLC) is a popular business structure for new businesses, but what does it really mean to own an LLC? It can provide unique opportunities to customize business ownership to fit your specific needs and circumstances. Here is what you should know about LLC ownership.