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What is a wealth protection trust?

What are the benefits of a wealth protection trust?

The benefits of a Wealth Protection Trust:

  • Probate can be avoided

  • Can limit the amount of tax on your estate

  • Can be modified very easily

  • May provide liability protection for assets

HOW MUCH DOES A WEALTH PROTECTION TRUST COST?

While a Wealth Protection Trust may be more of an investment than other planning tools, it provides the benefit of allowing your assets to transfer more smoothly and results in lower cost in the end. It can be a great tool for business succession.

Wealth protection trust lawyer in Naples

Similar to an asset protection trust, a wealth protection trust protects the assets you've worked hard to accumulate, and can then be passed down to your heirs. Contact Megan M. Kelly, Attorney at Law if you have questions about a Wealth Protection Trust.

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Megan M. Kelly, Attorney at Law

Naples, Florida, USA

Megan@MeganMKellyLaw.com

(239) 273-5485

Megan M. Kelly, Attorney at Law concentrates on Estate Planning, Business Law, and Real Estate Law in Naples, FL and all of Southwest Florida. As a mobile attorney in Naples, Megan provides personalized legal solutions to individuals and families, assisting with Wills, Trusts, Durable Powers of Attorney, Advance Medical or Health Care Directives, and any other documents related to Legal Life Planning.

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Contact Your Naples Attorney Megan M. Kelly today for your free consultation!

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Thank you for visiting the Megan M. Kelly, Attorney at Law website. We intend to provide general information, which should not be construed as legal advice. If you are looking for advice on a specific matter, you are encouraged to contact us directly. We strongly advise you to not disclose personal or confidential information until an attorney-client relationship has been established, which will be at such time as you and I enter into an engagement agreement pertaining to your specific situation which will set out the the scope of my representation and our fee arrangement.  We maintain a practice of checking for conflicts of interest before entering into an engagement. No website content is intended for advertising purposes.

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