Have you ever wondered what would happen to your assets if someone filed a lawsuit against you? Or what steps could you take now to protect your wealth from future medical costs or business risks? These are the kinds of concerns many high net worth individuals face—often when it’s already too late.
At Dillman & Owen Estate and Elder Law, we help clients throughout Indianapolis take proactive steps to protect their financial future. Whether you’re a business owner, a retiree with significant investments, or managing family wealth, our asset protection attorneys are here to create a plan that shields what you’ve worked so hard to build. What makes us different is our commitment to comprehensive Life Care Planning—an approach that considers not just your finances, but your long-term health, caregiving needs, and legacy.
Why Asset Protection Matters for High Net Worth Individuals
The more success you’ve had, the more exposed you can be. High net worth individuals often face added risks—lawsuits, creditor claims, divorce, or business liability—that can put personal wealth in jeopardy. Asset protection is about being proactive, not reactive. With the right legal tools in place, you can protect your estate while staying in control of how it’s managed and passed on.
Our Indianapolis attorneys work with clients to create protective strategies that fit your goals today while preparing for what life may bring tomorrow.
Customized Asset Protection Strategies in Indianapolis
No two families or financial situations are alike. That’s why we tailor every plan to your unique needs and concerns. Our asset protection services often include:
Trust Planning: Using trusts to hold and manage assets can offer powerful legal protection. We help clients establish revocable living trusts, irrevocable trusts, and other structures designed to reduce risk and preserve wealth for future generations.
Business Entity Structuring: For business owners, proper structuring is key. We assist with forming LLCs, corporations, and partnerships that separate personal and business liability, protecting your personal finances from professional risks.
Estate Planning with Asset Protection in Mind: A good estate plan does more than divide assets—it protects them. We help clients draft wills, trusts, powers of attorney, and healthcare directives that reflect your wishes and safeguard your legacy.
Tax Planning: Keeping more of your wealth starts with smart tax planning. Our attorneys work closely with your financial team to create strategies that minimize tax burdens while aligning with your long-term estate and asset goals.
Holistic Planning Through Our Life Care Program
What sets Dillman & Owen Elder and Estate Law apart is our comprehensive Life Care Planning approach. We go beyond documents and dollars—we take time to understand your entire situation, from long-term healthcare needs to family dynamics and aging-related concerns. Our goal is to give you confidence that your future, and your family’s future, is secure on every level.
Protect Today, Plan for Tomorrow
Whether you’re just starting to think about asset protection or need to update an existing plan, we’re here to help. Reach out today to schedule a consultation with our experienced Indianapolis attorneys and explore your options for protecting your wealth and your legacy.
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