In today’s increasingly litigious and uncertain world, no one expects to face a lawsuit—yet over 20 million Americans were involved in legal actions last year alone. Whether you’re a successful business owner, professional, or someone building personal wealth, your success naturally brings increased exposure to risk. At The Lineage & Legacy Law Firm, based in Winter Park, FL, we specialize in helping clients throughout the state create robust asset protection strategies that safeguard their wealth and provide peace of mind.
Our goal is simple: to enable you to pursue your personal and professional ambitions with confidence, knowing that your assets are shielded from unforeseen threats. From business disputes and creditor claims to divorce, inheritance conflicts, and even natural disasters, a comprehensive asset protection plan is critical to preserving your financial future.
By leveraging proven legal tools and personalized planning, we design structures tailored to your unique circumstances—so you can take maximum opportunity with minimum worry. Whether you’re preparing for today’s challenges or planning decades into the future, you deserve a trusted partner who understands the risks and the strategies that keep your assets secure.
Get started with expert asset protection strategies tailored to your unique situation.
Why Asset Protection Planning Matters
Unexpected events such as divorce, inheritance disputes, health challenges, creditor claims, employee lawsuits, theft, malpractice suits, sexual harassment claims, natural disasters, or conflicts with business partners can all lead to devastating financial losses if you’re unprepared. Those who believe they’re immune are often at the highest risk.
Americans today are increasingly aware of the need to protect their assets from pandemics, creditor demands, taxes, divorces, and other uncertainties—and rightly so. The more successful you are, the more visible—and vulnerable—you become.
Consider your current situation:
- Are you about to sign loan agreements, personal guarantees, or leases?
- Do you own rental properties or employ others?
- Are you a licensed professional, such as a physician or attorney?
- Do you work in construction or provide services to clients?
- Are you divorced, entering a blended family, or have children from prior relationships?
- Do you own assets separately, or are you concerned about protecting family wealth?
All these activities add richness and opportunity to life, but without proper protection, they can also increase your exposure to risk.
Expert Guidance to Safeguard Your Wealth and Family’s Future
We help you structure your business and personal affairs prudently to enable you to take maximum advantage of growth opportunities with minimal risk. Our role is to create a personalized, comprehensive asset protection plan that complements your overall life and legacy planning. We offer clear, flat-rate pricing agreed upon at the outset to avoid surprises and provide you with peace of mind.
Tailored Asset Protection for Every Life Stage and Situation
We proudly support a wide range of clients, such as
- Nuclear, blended, and non-traditional families.
- Business owners and entrepreneurs.
- Divorced individuals and widowers/widows.
- Licensed professionals and service providers.
- Landlords and tenants.
- Anyone intent on protecting their hard-earned assets.
No matter your background or financial situation, we tailor asset protection strategies to suit your unique circumstances.
Personalized Trust Solutions to Secure Your Financial Future
Our customizable Asset Protection Planning options include setting up various trusts and legal instruments designed to safeguard your wealth. Common components we help establish are:
- Lifetime Asset Protection Trusts – Designed to protect assets for your beneficiaries throughout their lives.
- MAPT (Medicaid Asset Protection Trusts) – Specialized trusts to help protect assets while qualifying for Medicaid benefits.
- Qualified Domestic Trusts – Facilitate tax-efficient asset transfers between spouses.
- Qualified Personal Residence Trusts – Protect the value of your home and curtail estate taxes.
- Qualified Income Trusts (QIT) – Trusts that help individuals qualify for Medicaid by managing income limits.
- Family Protection Trusts – Focused on preserving family wealth across generations.
- Other Irrevocable Trusts – Customized to your specific needs and circumstances.
By integrating asset protection into your broader life and legacy plans, we help you build a resilient foundation for your financial future.
Work with our experienced team to create legal structures that protect what you’ve worked hard to earn.
