We provide a wide range of estate planning and family wealth preservation services from basic wills to complex trusts. The attorney will meet with you one-on-one to discuss your goals and ideas about family wealth preservation, end of life wishes and inheritance issues. The attorney will create a unique estate plan that meets your expectations while, at the same time, focus on gift and estate tax planning. Then the plan may be incorporated into various trusts, which may include: Credit Shelter Trusts, Marital Deduction Trusts, Generation-Skipping Transfer Trusts, Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts and Charitable Trusts. Powers of attorney, living wills and designation of health care surrogates can also be a part of an estate plan.
We understand you have worked hard to acquire a nest egg for retirement and to care for your loved ones. We work with you to help protect the time and energy you have expended towards that end. We can explain creditors’ rights under Florida law and provide guidance on the best way to protect your assets from accidents and unexpected legal proceedings. You will feel confident in your estate plan knowing a professionally-trained tax attorney is handling your case.