Asset Protection Planning

At Net Financial, we understand how hard you’ve worked to build your wealth. Our experienced attorneys help you protect what matters most—ensuring your assets are shielded from unnecessary risks.

Protecting What You Own

When planning for the future, it’s just as important to consider potential threats to your assets as it is to decide who will inherit them.

While a living trust helps avoid probate and reduce taxes for your beneficiaries, it doesn’t protect your assets from legal claims or creditors. For true asset protection during your lifetime, additional legal planning is essential.

From simple solutions like single-member LLCs for rental property protection to advanced offshore trusts safeguarding liquid assets, we help you find the right level of protection based on your goals and circumstances.

What We Help You Do:

  • Assess Your Risk Tolerance – Understand which risks you're comfortable accepting and which require protection.


  • Balance the "3 C's" – We help you choose a plan that fits your cost, comfort level with complexity, and how much control you want to retain.


  • Put It into Action – We implement the legal structures and strategies that deliver the protection you need—at a fixed, transparent fee.

How the Process Works

We begin by crafting a personalized asset protection strategy that aligns with your needs, risk tolerance, and estate plan. You’ll receive a clear diagram outlining all components, making it easy for you and your advisors to stay informed.

We handle all legal documentation, filings, and coordination—so you can stay focused on your business and life.


Next Steps Include:


•Collaborating with your CPA, financial advisor, or other professionals

•Preparing necessary state and legal filings

•Aligning your asset protection plan with your existing estate structure

•Drafting documents like trust agreements and operating agreements

•Filing appropriate tax paperwork

T•ransferring real estate, financial assets, and business holdings to their new structures

Integrated Estate and Asset Protection

The same tools used to reduce taxes, streamline inheritance, and avoid probate are also valuable for asset protection. What matters most is how they’re coordinated.

At Net Financial, we ensure your asset protection plan is fully aligned with your estate plan—so your wealth is protected both now and for generations to come.

Pros and Cons

Why Asset Protection Matters

Your real estate, investment accounts, and business holdings are among your most valuable assets—and if held in your name or a revocable trust, they may be exposed to claims from lawsuits or creditors.

By transferring those assets into legally structured vehicles like LLCs, partnerships, irrevocable trusts, or offshore trusts, you can create strong legal barriers while maintaining control.


Key Benefits Include:

•Protection from lawsuits, creditors, and liabilities

•Reduced estate and income tax exposure

•Seamless integration with your estate plan

•Educational opportunities to involve and prepare heirs

•Long-term preservation of wealth across generations

Potential Downsides

Attempting to handle asset protection on your own can lead to costly mistakes, including serious tax consequences and potential legal issues.

Working with a qualified asset protection attorney helps you avoid common pitfalls such as:

False sense of security – Believing your assets are protected when they’re not

Fraudulent transfers – Moving assets improperly after legal threats arise can result in court penalties

Loss of control – Accidentally giving up access or authority over your own assets

Tax complications – Poorly structured plans can trigger unexpected tax liabilities


Asset protection is complex, and experienced legal guidance is essential. At Net Financial, we’ve helped clients create sound protection strategies that have stood strong through legal disputes, lawsuits, and even bankruptcy.

This is Your Next Step

Let Us Partner With You

Get In Touch

Digitas Global, LLC dba Net Financial is a registered investment adviser with the Texas State Securities Board. Registration does not imply a certain level of skill or training. A copy of our current Form ADV Part 2A (Firm Brochure) discussing our advisory services, fees, and other important information is available upon request or at the SEC's investment adviser public information website www.adviserinfo.sec.gov. As a registered investment adviser, Digitas Global, LLC dba Net Financial has a fiduciary duty to act in the best interests of our clients at all times. Our fee structure is based on a percentage of assets under management. Detailed fee information is available in our Form ADV Part 2A. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal.

Net Financial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. The information provided on this website is for general informational purposes only and should not be construed as personalized investment advice. Consult with a qualified financial advisor before making any investment decisions. Our firm has adopted a Code of Ethics to ensure we uphold our fiduciary duty to our clients. A copy is available upon request. Information about any disciplinary history for our firm can be found at the SEC's investment adviser public information website www.adviserinfo.sec.gov.

Contact Information:

Digitas Global, LLC dba Net Financial

24285 Katy Freeway, Suite 300, Katy, Texas 77494

Email: [email protected]

Phone: (346) 258-6100