Asset Protection

Asset protection

Why

Asset protection law can help protect your wealth and property from being seized by creditors, former spouses, or other legal claimants.

How

Why

Asset protection strategies often involve moving assets into a separate entity, like a trust or limited liability company (LLC), umbrella insurance or prenuptial and marital agreements.

And

When

Some assets are exempt from creditor claims under state and federal law. For example, in Texas, your homestead, retirement accounts, and life insurance are generally protected.

When

It's best to implement an asset protection plan before you're facing a lawsuit or collection attempts.
Asset protection can be beneficial for anyone, regardless of age, health, or wealth.
It's especially important if you have high-value assets or work in a high-risk occupation.

How Asset Protection Works

A Smarter Way to Secure What You’ve Built

Effective asset protection is about more than just forming an LLC or setting up a trust — it's about building a structure that truly fits your life, your business, and your long-term goals.

At M & M Roberts LLP, we begin by understanding your full financial picture: what you own, how you own it, what risks you're exposed to, and what you hope to preserve. From there, we custom-build a legal and tax strategy using the most effective tools available — most commonly Trusts and LLCs.

When structured correctly, assets held in a trust or business entity are no longer considered part of your personal estate. That means they’re protected — from lawsuits, creditors, probate, and even potential tax burdens.

Take Control of Your Financial Future

Protection starts with a plan. Let’s build yours.

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Preserve what you’ve built. Protect your future.