Asset Protection

North Carolina Asset Protection Lawyers

Identifying and Neutralizing Threats to Your Wealth

You have worked hard to build assets so that you can provide for your family, enjoy a certain lifestyle in retirement, and leave a legacy for your survivors. But threats to those assets are plentiful. Armor Trust Attorneys applies focused knowledge in asset protection planning to minimize the risks and create security for your investments.

From our office in Raleigh, North Carolina, our estate planning attorneys serve clients throughout Wake County, Durham County, and the surrounding communities of the Triangle. Contact us at (919) 571-4398 to set up an appointment at your convenience.

Asset Protection Strategies for a Secure Tomorrow

Walt Sheffield and Erica Wehner offer more than 25 years of experience exclusively in the fields of estate planning, tax avoidance, elder law, and asset preservation. We help clients identify and counteract threats with solid legal solutions:

Taxes — North Carolina no longer has a state inheritance tax, but your estate could be subject to heavy federal estate taxes.
Inflation — Are your investments sufficient to keep pace with inflation?
Long-term care — Without long-term care planning, nursing home costs may consume your savings and leave little for your heirs. If you intend to rely on government benefits, you will need strategies to spend down or shelter assets.
Business interests — Professionals and business partners should have a solid buy-sell agreement or business succession plan to keep assets in the family in the event of a force-out, business dissolution, or death.
Lawsuits and liens — Family members, business partners, and creditors can file claims against your assets.
Probate — Assets not held in trust must go through the expensive and time-consuming probate process, and the cost of will contests can drain the estate. We carefully draft wills and trusts to avoid both scenarios.

Armor Trust Attorneys can help you identify the risks unique to your family and devise legal remedies for asset protection that directly addresses those threats. We invite you to arrange a consultation today by contacting us online or calling (919) 571-4398.