Kozol Asset Protection

Welcome to Kozol Asset Protection
of Bonita Springs

Customized Planning

Searching for Financial Peace of Mind? Are you retired or approaching retirement? If so, you know that retirement brings more time for family and leisure activities. It can also bring a new set of financial concerns. For example, you may be concerned about exhausting your nest egg should a chronic illness strike. If you are in a second marriage you may be thinking about protecting some of your nest egg for your children from your first marriage. Whether you’re in a first or second marriage you may be thinking about protecting your nest egg from passing to your surviving spouse’s next husband or wife, or to a future ex-son-in-law or ex-daughter-in-law. Finally, you may be concerned about family disputes, which too often occur after an individual passes.

Protecting You. If you have concerns about these issues you’ve come to the right place. I specialize in helping retirees and individuals transitioning to retirement find ways to protect their savings and investments for themselves and for their loved ones. I employ easy to understand techniques that can: (1) preserve a substantial portion of life savings in the face of nursing home or assisted living expenses; (2) generate funds that can be accessed in the event of a chronic illness; (3) protect your savings and investments from claims of future creditors, from commercial creditors to personal injury creditors to business creditors.  In developing asset protection strategies, I can often show clients how to reduce their income tax liabilities too.

Bonita Springs Estate Planning

Protecting Your Heirs. I help my clients develop and implement estate plans that provide for the client’s surviving spouse and assure that assets not needed for this purpose pass to client’s children (from a prior marriage or from the current marriage or both, as the case may be). In the case of a client who is divorced or whose spouse has predeceased him or her, the focus is on protecting wealth as it passes from one generation to the next. A primary goal here is to position assets so that they will be there for the client’s children and grandchildren but be beyond the reach of a future ex-son-in-law or future ex-daughter-in-law and beyond the reach of financial predators.

One Size Fits One

Create a Strategy That Works For You

You can get started by calling me to set up a free consultation during which time we review and update your asset protection and estate planning goals. This consultation can be done online, in person, or on the phone. At the end of the consultation, I will provide you with a fixed fee quote for the legal work involved. If acceptable to you, we then do a second consultation after which I formulate and document your asset protection and estate plans – plans that will help you achieve financial peace of mind.

Asset protection can involve some or all of the following

Provide for Surviving Spouse, Children and Grandchildren

Protecting the client’s estate for his or her spouse (if married) and for his or her children and/or grandchildren. Via the utilization of effective estate planning and protection techniques such as wills, various trusts, and other documents, I can make a custom plan that fits your needs and goals without all of the headaches that often come with digital estate planning providers.

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Protect Against Claims of Creditors

Protecting your cash flows and assets from future creditors (an estranged spouse, personal injury lawsuit or extraordinary medical bills).

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Protect Your Nest Egg From Nursing Home Expenses

Protect your nest egg from future nursing home expenses that may occur.

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Reduce Income Taxes

Reducing taxes on your pension income, 401(k) and IRA distributions and investment income. Plan now for your financial future by contacting me today.

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Contact

Get In Touch

I offer a free initial consultation. We can meet at my office in The Brooks Executive Suites, 9990 Coconut Rd, Bonita Springs, FL, 34135. We can also meet online if this is easier for you. If what I do sounds like something you’re looking for in an attorney, I encourage you to contact me through the form below or call (239) 266-5671.

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