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Read more about the article Florida Families With $15M+ Have Two Asset Protection Problems — And Most Plans Only Solve One

Florida Families With $15M+ Have Two Asset Protection Problems — And Most Plans Only Solve One

  • Post published:March 31, 2026

Florida has no state estate tax and no state income tax — which creates a false sense of security for high-net-worth families. Here is what your current plan is not solving.

Continue ReadingFlorida Families With $15M+ Have Two Asset Protection Problems — And Most Plans Only Solve One
Read more about the article The Limitations of Asset Protection Trusts in Florida — and What Actually Works

The Limitations of Asset Protection Trusts in Florida — and What Actually Works

  • Post published:February 1, 2025

Florida’s homestead exemption is among the strongest in the country — but Florida draws a hard line on self-settled trusts. Here’s what §736.0505 actually means for high-net-worth professionals and real estate investors.

Continue ReadingThe Limitations of Asset Protection Trusts in Florida — and What Actually Works

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Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


What is your primary concern or reason for seeking asset protection?
What types of assets do you currently own? (Check all that apply)

After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

Tell Me About Your Situation

Fill out the form below. I review every submission personally. If your situation is a fit for pre-litigation planning, you will receive a link to book a private 60-minute consultation. If you prefer to speak directly, call (888) 773-9399.


What is your primary concern or reason for seeking asset protection?
What types of assets do you currently own? (Check all that apply)

After submitting the form you will receive a confirmation. If your situation qualifies for a consultation, you will receive a private calendar link to book directly with Brian. If you have questions before then, call (888) 773-9399.

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