Bret Jones P.A.

Asset Protection

The goals of asset protection are to minimize risk of liability and to protect your wealth. It involves a combination of legal structures that create barriers between your wealth and potential threats.

The lawyers at Bret Jones, P.A. strive to protect the following:

  • Your Nest Egg
    • Protects cash and cash equivalents.
    • Protects your accumulated wealth, including stocks, bonds, CDs, and securities.
  • Real Estate and Property
    • Protects your personal home for up to its full equity value.
    • Protects all your other real estate investments including your office building.
    • Protects equipment used in your business or medical practice.
  • Specific Situations
    • Protects you from the ever-increasing danger of employee lawsuits.
    • Protects your wealth for specific use such as ensuring that your children's college education is provided for.

With a tax attorney on staff, Bret Jones, P.A. will strive to create a customized, precise, and carefully crafted asset protection strategy based on a comprehensive review of your financial resources and assets.