Asset Protection

Protecting What Matters—Your Wealth, Your Future, Your Family

At Coastal Probate, Trust & Elder Law, we believe that protecting what you’ve built is just as important as growing it. Asset protection isn’t just for the ultra-wealthy—it’s for anyone who wants to ensure their hard-earned assets are secure for the future. Without a plan in place, unexpected lawsuits, long-term care costs, or financial risks could put your legacy in jeopardy.

With thoughtful legal strategies, we help you protect your estate, minimize taxes, and shield assets from unnecessary loss so that you and your loved ones can move forward with confidence.

What Is Asset Protection?

Asset protection is about safeguarding your wealth from potential risks while keeping you in control. Whether you’re planning for retirement, managing family assets, or securing your estate against unforeseen challenges, the right strategy can make all the difference.

  • Keeping your assets secure from lawsuits & financial liabilities

  • Minimizing estate taxes for future generations

  • Ensuring long-term care doesn’t deplete your savings

  • Structuring wealth for a smooth transfer to loved ones

How We Protect Your Assets

At Coastal Probate, Trust & Elder Law, we take a customized approach to asset protection. Every situation is unique, and we ensure that your estate plan, trusts, and financial structures work together to keep your assets secure.

  • Legal Strategies for Protection

    We implement proven legal tools to shield assets, including:


    • Irrevocable Trusts – Preserve wealth while setting clear rules for asset distribution
    • Family Limited Partnerships (FLPs) – Protect family assets while allowing controlled transfers
    • Business Entity Structuring – Keep personal & business finances separate for liability protection

  • Protecting Against Long-Term Care Costs

    The cost of nursing homes and long-term care can quickly drain savings. With Medicaid planning and elder care protection strategies, we help you:


    • Qualify for benefits without spending down your assets
    • Use legal tools to shield savings while securing quality care
    • Plan ahead to reduce financial burdens on your family

  • Estate Planning & Wealth Transfer

    Asset protection goes hand in hand with estate planning. We ensure your wealth is transferred efficiently and securely through:


    • Trust-based estate plans to reduce probate involvement
    • Tax-efficient strategies to preserve more for your heirs
    • Structured inheritance plans to prevent mismanagement

  • Protecting Your Home & Real Estate Assets

    For many families, real estate is their most valuable asset. We use homestead protections, trusts, and LLCs to:


    • Shield your home from potential creditors or lawsuits
    • Ensure a smooth transfer of ownership to heirs
    • Prevent real estate from being lost due to long-term care costs

  • Securing Your Retirement Accounts & Investments

    Your retirement savings should remain yours to enjoy—not at risk of unnecessary taxation or claims. Our asset protection strategies help you:


    • Structure retirement accounts for maximum protection
    • Reduce the risk of asset depletion from medical costs or lawsuits
    • Ensure your 401(k), IRA, and investments are distributed efficiently

Take the Next Step in Protecting Your Future