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Asset Protection Planning

Safeguarding Your Legacy
Tailored Asset Protection Planning with Perez-Roura Law

At the heart of South Florida’s thriving economy, protecting the assets you’ve worked tirelessly to accumulate is not just prudent—it’s essential. At Perez-Roura Law, we understand the intricacies of asset protection within the realm of estate planning. We specialize in crafting customized strategies to shield your assets from unforeseen liabilities and preserve your legacy for future generations.

Asset Protection Planning involves a series of legal techniques and strategies aimed at protecting your wealth from potential creditors, lawsuits, and judgments. By strategically structuring your estate, you can ensure that the wealth you have built through your business ventures and real estate investments remains secure, offering a stable financial future for you and your loved ones.

​The Entrepreneur Who Outsmarted Liability

Highlighted Case Study

The family’s name and industry were changed to protect their privacy

Entrepreneur Albert J. built a profitable import-export business. One day, he was slapped with a significant lawsuit that threatened his personal and business assets. Thankfully, he had previously worked with our team at Perez-Roura Law to create an asset protection plan segregating his personal wealth from his business liabilities. This strategic move insulated his personal assets from any adverse business-related judgments, allowing him and his family to retain their financial security.

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.