If you don’t have an estate plan, the State of Florida and IRS will create one for you. Unfortunately, their plan will not be designed to minimize taxes or look out for the best interests of you, your heirs and your legacy. This is why it is so important to have your own estate plan, and to have it created by an attorney who focuses exclusively on estate planning and wealth preservation. As an experienced Estate Planning law firm, we go beyond traditional approaches. We use the most advanced legal techniques available to help you take full advantage of recent changes in the law and better prepare for the changes in life that will have an impact on your family. And even if you already have an estate plan, we can probably make it significantly better: having an outdated or inadequate plan is often worse than not having a plan at all. Is your plan in need of updating? Click here to decide. (Link to accompanying Estate Planning Updating Questionnaire.)

The Estate Planning services we provide include:

Foundational Estate Planning

• Durable Powers of Attorney
• Health Care Surrogate Forms
• Living Wills
• Wills
• Revocable Living Trusts

Advanced Estate Planning

• Irrevocable Trusts
• Life Insurance Trusts
• Family Limited Partnerships
• Qualified Personal Residence Trusts
• Dynasty Trusts    
• Gift Programs
• Retirement Trusts
• Minors’ Trusts
• Generation-Skipping Trusts
• Tax Planning
• Charitable Planning

• Estate & Legacy Planning
• Asset Protection Planning
• Charitable Legacy Planning
• Business Planning
• Probate & Trust Administration
• Medicaid Planning
• Guardianships
• IRA Legacy Trust