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            Estate Planning

            Since 1994, Florida families and individuals have looked to us for advice and guidance to define their legacy and to help ensure their goals for their loved ones are accomplished.

            The art and science of Estate Planning

            There is more to your estate than simply filling out a one size fits all Will or Trust form. No two estates are the same. It is our goal to develop a personalized and comprehensive estate plan for each client. Regardless of the size of an estate, there is always a multitude of factors which must be considered. We will work with you in determining the appropriate vehicles and documents to achieve your wishes.

            Our Individualized 乐福彩票代理 include:

            Reviewing your existing estate planning documents

            Discuss with your other advisors (CPA, financial planners, etc.) where necessary

            Evaluate, recommend, and implement estate planning options

            Reduce, avoid, or defer gift and estate taxes

            Design your estate while incapacitated during your life or upon the event of your passing.

            Amend your estate plan as needed

            Additional Estate Planning Tools

            • Wills & Trusts
            • Advance Directives
              • Living Will
              • Designation of Health Care Surrogate
            • Durable Powers of Attorney
            • Lifetime family wealth transfers
            • Asset protection planning
            • Elder care issues
            • Charitable planning
            • Florida 乐福彩票代理stead planning
            • Probate and trust administration
            • Will and trust contests/litigation
            • Electronic Wills and Notarization – Coming in 乐福彩票代理

            Accepting new clients

            Connect with us to schedule your initial consultation.

            Call : 239-262-7090

            Mon – Fri 9:00a – 5:00p

            How do I protect my legacy?

            Schedule your consultation. (239) 262-7090

            ·  Mon – Fri 9:00a – 5:00p