Various trusts and other tools are available that can protect assets and preserve them for your heirs. Properly employing them, however, requires the services of an experienced estate planning attorney.
At Levins & Associates, L.L.C., in Fort Myers, Florida, we provide knowledgeable counsel and sophisticated solutions for high net worth individuals living in Florida and other states. We have experience creating and administering all types of trusts that can protect assets and minimize taxes. When you choose our law firm, we will develop an estate plan and the supporting instruments that can help you achieve your goals.
Experienced Estate Tax Planning Lawyers
Governments at all levels seem to have an insatiable thirst for tax revenues. However, our laws provide various ways to protect a person's assets from the reach of tax collectors and other parties. For example, the portability provision enables a couple to transfer up to $10 million without owing federal estate or gift taxes. In addition, different types of trusts are available that can help you achieve specific objectives.
At Levins & Associates, L.L.C., we take advantage of these provisions to minimize taxes and protect the assets of our clients. In a free consultation, we can review your situation and recommend possible asset protection strategies that could help you achieve your goals.
Jess W. Levins has financial experience that is both broad and deep. He has earned a Master's and doctorate in Business Administration and taught business courses at several universities. Mr. Levins has also served in senior executive roles for two corporations.
Free Consultation With An Attorney
To discuss your needs with an experienced and knowledgeable asset protection planning attorney in Fort Myers, contact Levins & Associates, L.L.C.