Asset Protection Planning
If you own high-value assets, a business, have a complex investment portfolio or other income-producing properties, asset preservation should be top of mind. Every day individuals lose valuable assets because they waited too long to establish the proper legal safeguards.
Don’t wait until divorce, illness or another life event puts your wealth at risk. There are steps you can take today, to protect your assets long term. Contact Goldman, Monaghan, Thakkar & Bettin, P.A. , for help.
Protecting Your Assets
At Goldman, Monaghan, Thakkar & Bettin, P.A., we develop estate plans that protect our clients’ assets. Common asset preservation techniques include:
- Family limited partnerships (FLPs), limited liability companies (LLCs) or other corporations
- Strategic gifting
- Homestead protections
- Life insurance
We also assist with beneficiary designation alignment and philanthropic planning, and we provide general tax planning advice.
Legal Experience + Financial Knowledge
Selecting the proper estate planning tools requires both legal and financial knowledge. Our attorneys have decades of this. In addition to being a lawyer, Matthew J. Monaghan also has a Master of Science (MSP) in taxation and previously worked as a certified public accountant (CPA) (license inactive).
Drawing upon this legal and financial background, we handcraft estate plans that protect your assets against divorce, medical bills, lawsuits and other potential threats.
Take The First Step
Many people wait until a big life event — such as illness or accident — occurs before taking action. Unfortunately, it is often too late.
From our offices in Melbourne and Cocoa, we provide asset protection services to clients throughout Brevard County, Florida. Visit our asset protection FAQ page for more information.