Education and Advice

Asset Protection

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) 


Contact Us 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.