Florida offers several opportunities to protect your family's assets from creditors, including:
- Dynasty trusts that continue for up to 360 years
- Protection of your Florida home, cash surrender value of a life insurance policy, and proceeds of annuity contracts
- Beneficiary and participant benefits of an employer-sponsored retirement plan (e.g., 401(k) Plans, 403(b) plans, Defined Benefit Plans, or Profit sharing Plans)
||If you would like additional information, please use the contact us form or if you would like to speak with a Financial Services Professional, please call 941.366.7222 ext. 50722.