Asset Protection Planning
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Protecting Your Assets

At The Levins & Warnock Law Group in Fort Myers, Florida, we provide knowledgeable counsel and sophisticated solutions for high net worth individuals living in Florida and other states. We have experience creating and administering all types of trusts that can protect assets and minimize taxes.

Choose Skilled Representation

When you choose our law firm, we will develop an estate plan and the supporting instruments that can help you achieve your goals. Various trusts and other tools are available that can protect assets and preserve them for your heirs. Properly employing them, however, requires the services of an experienced estate planning attorney.

Minimize Taxes

Governments at all levels seem to have an insatiable thirst for tax revenues. However, there are laws that provide various ways to protect a person’s assets from the reach of tax collectors and other parties. For example, the portability provision enables a couple to transfer up to $10 million without owing federal estate or gift taxes. In addition, different types of trusts are available that can help you achieve specific objectives.

Plan For Long-Term Care

Long-term care costs can easily consume a lifetime of savings. Medicaid’s current asset limits are $2,000 for an individual and $3,000 for a married couple. However, there are proactive steps that you and The Levins & Warnock Law Group can take to prevent drastically reducing your savings.

Experienced Estate Tax Planning

At The Levins & Warnock Law Group, we take advantage of these provisions to minimize taxes and protect the assets of our clients. In a free consultation, we can review your situation and recommend possible asset protection strategies that could help you achieve your goals.

Find Out More Today

To discuss your needs with an experienced and knowledgeable asset protection planning attorney in Fort Myers, give us a call at 239-344-9471 or contact us online.