Family Legacy Planning: A Total Asset Protection Approach

Asset protection planning means safeguarding your valuable assets from anything or anyone who can take them.

What Is Family Legacy Planning?

At the Law Office of Harvey L. Cox, our family legacy estate planning services focus on protecting your assets from creditors, predators, lawsuits, judgments, liens, greedy relatives and the costs of long-term care.

It is important to begin considering asset protection as early as possible, because unforeseen events could strike you and your family at any time. Do not let bad luck threaten everything you have built.

Our Legal Services

Asset Protection ›

Estate Planning ›

Wills And Trusts ›

Advance Directives ›

Powers Of Attorney ›

Special Needs Trusts ›

Long-Term Care Planning ›

Our Legal Services

Asset Protection ›

Estate Planning ›

Wills And Trusts ›

Advance Directives ›

Power Of Attorney ›

Special Needs Trusts ›

Long-Term Care Planning ›

Be Proactive With Estate Planning And Asset Protection

Whether you foresee problems in the future or simply want to enjoy the peace of mind that comes with knowing your assets are secure, it is wise to be proactive.

At Law Office of Harvey L. Cox, our lawyer strives to provide personal service and skilled legal advice. Whether you are beginning to consider asset protection or are looking for a new firm to handle existing protection measures, attorney Harvey L. Cox and his staff are here to help.

With offices conveniently located in Waco and Round Rock, Texas, our lawyer proudly serves clients throughout the region.

Do Not Let Market Crashes Ruin Your Retirement

The stock market and other investments can be unpredictable at the best of times and volatile at the worst.

If you have money in the stock market, then you need to protect yourself against crashes. Three times between 2000 and 2020, the stock market has lost between 30% and 50% of its value. Asset protection planning includes making sure you do not lose money in the stock market or run out of money in retirement.

Prior market crashes have forced individuals and couples to start over – which can be catastrophic if you are nearing retirement. Protecting your assets can mean the difference between comfortably weathering the storm or being drowned by it.

What Our Clients Say

“Harvey is outstanding in his knowledge. His advice was golden and after the meeting, he showed me that my problem was nothing to be concerned about. Anyone needing expert legal advice would be fortunate to get acquainted with him.”

– Douglas

What Our Clients Say

“My son is an adult with autism, and Mr. Cox was able to cross all the T’s and dot all the I’s so that my older children will not be stressed or imposed upon regarding my estate. I have already referred two people to Mr. Cox that have a special needs child. I couldn’t have been more pleased!”

– Ruth

What Our Clients Say

“We were immediately impressed with the knowledge and the way it was relayed to us. Very understandable and clear. Answered all our questions. Very down to earth. Would highly recommend and have already done so!”

– C.

Prevent Costly Tax Mistakes

The IRS is your first guaranteed creditor. Every year, you pay taxes to this creditor. Focusing only on reducing this year’s taxes is a flawed approach to planning. Asset protection planning includes retirement planning that saves you money on taxes.

Even if you have complete confidence in who prepares your taxes, they may not protect you from unforeseen consequences or mistakes. While it may be nice to reduce what you owe to the IRS at the end of every tax season, the real threat is the potential for unforeseen penalties for errors or surprise audits.

Planning For Long-Term Care

Long-term care planning goes way beyond thinking about long-term care insurance. A comprehensive approach to future care includes deciding how – and where – you want to live as you age. Making these decisions now will greatly enhance the enjoyment of your retirement years.

Don’t Run Out Of Assets

If you are over 65 years of age, then there is a 50% chance that you will have significant long-term care expenses before you die. These long-term care expenses include drug fees, home health care, nursing home costs and surgeries. Therefore, to ensure that you do not run out of money during your retirement, you must protect your assets against long-term care expenses.

How An Asset Protection Attorney Can Help

Initially, it may not seem like hiring a lawyer to help you protect your assets is a necessary precaution, especially if you are unfamiliar with the possible threats lurking. However, this could not be farther from the truth. Even if you wish to protect only specific portions of your legacy or assets, hiring an attorney is one of the best decisions you can make.

It may also appear that you will be spending unnecessary funds to protect yourself from merely the prospect of a threat to your legacy. However, there can be no price put on the peace of mind you will gain from knowing that your future and that of your family are protected. Acting proactively in this way will ensure that any threats you are currently facing are dealt with properly and that any threats in the future will be spotted, mitigated and ultimately handled with as little detriment to your assets as possible.

Common Estate Planning Mistakes People Make

Common Estate Planning Mistakes People Make And How You Can Avoid Them

In this book, attorney Harvey L. Cox discusses 15 of the most common estate planning mistakes he sees people making on a regular basis.

The Truth About Estate Planning In Texas

The Truth About Estate Planning in Texas

This book contains essential information for effectively planning your estate in Texas. To combat the massive amounts of misinformation being disseminated today, this book gives you the truth you need to avoid mistakes in your estate planning.

What’s The First Step?

It is never too early or too late to begin protecting your assets, retirement and legacy. The first step is to contact Law Office of Harvey L. Cox to schedule a free consultation. Our lawyer will evaluate your current circumstances and your hopes for the future. From there, he will establish defenses against any possible future threats to your legacy.

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