Our firm provides representation and planning from the cradle to the grave for you and/or loved ones. Planning is a necessary part of life. Who will you choose to make healthcare decisions on your behalf if you are unable to do so due to incapacity? Who will pay the bills and take care of your financial affairs? Are there minor children or special needs to consider? These and many other important matters need to be addressed. With the guidance of our experienced attorneys, we can assist in providing the necessary legal documents to secure your intentions.
Every client is unique. Our firm will provide a comprehensive individualized assessment for our clients needing to create, modify or update an estate plan. It begins with the information you provide on the Client Questionnaire. We come to understand more about you, your assets, and your family dynamics.
Additionally, we learn who your trusted professionals are (an accountant, financial and insurance advisors, and perhaps a corporate trust company); coordinating efforts to benefit YOU.
We pride ourselves in providing you with quality service and trust in a relationship that continues to grow for many years to come.
Our firm counsels clients about the importance of planning. As part of the planning practice, we provide strategies regarding the transfer of wealth and property to beneficiaries for the purpose of tax savings. This may include estate, income, gift and generation-skipping tax planning. We educate clients as to how charitable gifts, lifetime gifts and life insurance can accomplish their estate planning goals. Then our experienced professionals prepare wills, revocable and irrevocable trust agreements; including powers of attorney, health care surrogate, living wills, special needs trusts, non-judicial modification agreements and deed transfers.
Probate and trust administration focuses on marshaling, securing, coordinating, and finalizing one’s financial affairs upon death. Our firm counsels the personal representatives (executors) of the estate; assisting them with the administration of the estate and providing advice to the trustees. We collaborate with the accountants on the preparation of federal estate and generation-skipping tax returns. The firm has extensive experience in probate matters and appears in the county probate courts in Florida for estate administration matters. In addition, our firm provides valuable post-mortem planning. This can have a significant impact on an estate.
We strive to provide you with a customized plan to meet your individual needs. Please contact us to discuss your estate planning goals. We provide a complimentary consultation for all new clients.
