Estate Planning
Estate Planning, also called Succession Planning or Legacy Planning, gives you peace of mind regarding your personal medical decisions, financial assets, and property holdings. We possess the legal, accounting, and tax knowledge necessary to assist you. We also know how delicate these matters can be and are careful to handle them with respect and kindness.
Services We Offer
We have the knowledge and sensitivity to help individuals, families, and businesses decide where their assets go — and how — upon death or incapacitation.
Our many services include:
- Advance Healthcare Directives
- Assistance with the Probate Court Process
- Estate Administration
- Estate Planning
- Last Will and Testament Preparation
- Living Trusts
- Living Wills
- Financial Planning
- Power of Attorney
- Probate
- Various Types of Trusts
The firm also advises the owners of closely-held corporations or partnerships on issues that interrelate with estate planning considerations, including the promulgation of shareholder agreements, partnership agreements, non-qualified deferred compensation plans, and qualified plans.
How can we help you?
Our licensed attorneys specialize in end-of-life planning so that you decide what happens to your money, land, home, heirlooms, life insurance, business, and so forth. Our documents are properly drafted to meet all Florida Statutes so they are valid and enforceable.
