Call Us Now
Email Us NowAsset Protection Planning
Safeguarding Your Legacy
Tailored Asset Protection Planning with Perez-Roura Law
In South Florida’s vibrant economy, protecting what you’ve built is more than smart—it’s essential. At Perez-Roura Law, we help individuals and families safeguard their wealth through strategic, personalized asset protection planning.
Our team understands how complex financial and legal risks can be. That’s why we design customized strategies to protect your assets from unexpected claims, lawsuits, and creditors—ensuring that your legacy remains secure for future generations.
The Entrepreneur Who Outsmarted Liability
Highlighted Case Study
The family’s name and industry were changed to protect their privacy
Albert J., a successful entrepreneur, owned a thriving import-export company. One day, he faced a major lawsuit that could have jeopardized everything he had built. Fortunately, Albert had worked with Perez-Roura Law beforehand to separate his personal assets from his business holdings.
Because of this proactive planning, his personal wealth remained protected, even when his business faced legal challenges. His family’s financial stability stayed intact—proof that preparation makes all the difference.
Frequently Asked Questions (FAQs)
Q: What is Asset Protection Planning and why is it important?
A: Asset Protection Planning is the process of organizing your personal and business assets in a way that minimizes risk from creditors or legal disputes. It’s important because it ensures your wealth is preserved against unexpected claims, protecting your estate for you and your loved ones.
Q: When should I start thinking about Asset Protection Planning?
A: The best time to start is now, before any potential threats arise. Proactive planning can provide security and peace of mind, knowing that your assets are protected from future legal challenges. Once you have a known legal issue, you may still have some options but are much more limited by a law known as the “Fraudulent Transfer Act.” This is why it is important to create an asset protection plan before there are any issues.
Q: How does Asset Protection Planning fit into my overall estate plan?
A: It’s a crucial part of your estate plan that works in concert with other components of your plan such as wills, trusts, and Powers of Attorney. It’s designed to ensure that the wealth you want to pass on remains intact and is distributed according to your wishes.
DOWNLOAD OUR FREE ESTATE PLANNING GUIDE
Want to learn more? Visit our YouTube channel
Or read our 5-star reviews here