Asset Protection Planning Services in ALL OF NORTH CAROLINA OR SOUTH CAROLINA, INCLUDING RIDGELAND, SC, HARDEEVILLE, SC, AND HILTON HEAD ISLAND, SC AND MORE!
PROTECT YOUR WEALTH FROM LAWSUITS, TAXES, AND UNEXPECTED RISKS
At Kobey Dodge Insurance, we understand that building wealth is only part of the equation — protecting it is just as critical. Our asset protection strategies are designed to help individuals, families, and business owners in North Carolina and South Carolina safeguard what they’ve worked so hard to earn. Whether you’re concerned about lawsuits, creditors, long-term care costs, or unforeseen financial risks, we create personalized plans that keep your assets protected and your legacy intact.
We work closely with legal and financial professionals to ensure your plan is legally compliant and highly effective.
Shield What You’ve Built — Secure What You’ll Pass On
What Is Asset Protection?
Asset protection is the strategic structuring of your finances, property, and business interests to reduce vulnerability to lawsuits, taxes, and liability claims. Our goal is to help you:
- Shield personal and business assets from legal or financial threats
- Minimize estate and income tax exposure
- Protect your wealth from long-term care or medical costs
- Maintain privacy and control over your financial life
- Ensure your legacy is preserved for future generations
Tools and Strategies We Use
Depending on your situation, your asset protection plan may include:
- Irrevocable and Revocable Trusts
- Family Limited Partnerships (FLPs)
- LLCs for property or business protection
- Insurance-based strategies like umbrella liability and cash-value life insurance
- Gifting and transfer strategies to reduce estate exposure
Every plan is customized based on your risk profile, estate size, profession, and goals.
Who Needs Asset Protection?
Asset protection isn’t just for the ultra-wealthy. You should consider a strategy if you:
- Own a business, rental property, or real estate
- Work in a high-liability profession (medical, legal, construction, etc.)
- Have a significant investment or retirement portfolio
- Simply want peace of mind that your finances are secure
- Are planning for long-term care or generational wealth transfer
Why Work with Kobey Dodge Insurance?
- Experienced in High-Risk Professions & Family Planning
- Collaborative Approach with attorneys, CPAs, and estate planners
- Tailored Protection Plans that grow with you
- Local Knowledge of NC & SC Laws and asset structuring rules
We believe in building wealth — and keeping it safe.
Whether you're in Charlotte, Wilmington, Greenville, or Charleston, our asset protection experts are here to help you stay one step ahead — and fully protected.
