Estate Planning

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Our Planning Focus Areas:

  • Incapacity
  • Wealth Transfer
  • Estate Tax
  • Health Costs
  • Long Term Care
  • Elder Law
  • Conflict Avoidance
  • Educating Clients


Just like regular check-ups at the Doctor's office, our Estate Planning focuses on preventative care.  It's always easier to prevent a legal problem from arising than it is to deal with it later.  Failure to have basic estate planning documents along with sound legal advice can be devastating financially and emotionally for families.

Our Estate Planning Consultation is a process that addresses each client's specific goals (tax savings, probate avoidance, beneficiary protection, conflict prevention, etc). We then tailor a plan to meet those goals while also planning for possible incapacity and health care decision issues.  As part of every meeting, we review your assets to simplify succession and cover strategies to avoid probate.

The most common estate planning documents that we recommend for each client are:

If you are not a resident of Florida but own real estate here (or if you are an attorney who represents non-residents) we can work with you to transfer your property to your trust or determine other ways to avoid probate in Florida.  In most circumstances this can be done for a low, flat rate, plus recording costs.  
For more information on this service, click here
Contact us today to schedule your initial consultation or for more information.

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