We believe in taking time with estate planning—it’s just too important. Your wishes are the foundation of your estate. We help them become a reality.
Here’s just a start to what estate planning issues we can help with–
- Drafting wills and trusts to make sure that your assets work with you and are distributed not only during your life but also on your death to those you want and in the most cost-effective manner.
- Making sure that if you can’t make decisions for yourself, you have the appropriate documents that establish your wishes and who can carry them out.
- Assuring that your business plan is properly coordinated with your estate plan reducing conflicts between the two while maximizing value to your business and your estate.
- Creative estate planning strategies to make sure your estate and trusts are administered in the most efficient manner possible.
Recent Articles
Express Disinheritance Explained: Play it Safe
When it comes to estate planning in the state of Florida, the best way to handle disinheritance of estranged family members is to omit…
Basic estate planning documents everyone should have
A comprehensive package of life planning documents, consisting of a Health Care Surrogate, Living Will, and Durable Power of Attorney, is vital for ensuring…
Probate & Trust Administration
How are trusts and estates taxed on income?
Taxation on trusts is dependent on numerous factors, including the size and value of the trust, and the way it is structured. THE BIG…
