How We Can Help

Everyone needs an estate plan. We will listen carefully to your goals and circumstances and will suggest the best methods for structuring your family’s financial future. If you die without a Will (intestate), the State of Florida determines how your assets get divided, and who your beneficiaries will be. A judge then decides who handles the administration of your estate.

For those with minor children, a Will is the only way to appoint a guardian for your child in the event of your death.

More About Last Will & Testament

Because no one-size fits all, Estate Plans are prepared for you and your needs.  Quite often people believe to have an Estate Plan means that you have very high net worth or many assets.  That is not the case.  Every adult needs to have some sort of planning in place for themselves and their families.

More About Trust And Estate Plans

I hear clients ask “Why do I Need a Trust” every day.  Because each client is different, there are different types of Trusts or Trust Planning services that we can provide.  I like to say that “A Trust is a vehicle that is created to hold money or property in a way that survives your incapacity or lifetime.  It is contractual and agreed upon by those involved. A Revocable Living Trust is usually known as a way to avoid probate, but it is also a powerful tool to keep your Estate Plan a Private Family Matter and to protect you, your family and your assets during life and its challenges now and in the future.

Read my article Here: "A Will, A Trust or Both? What do I need?"

We are happy to prepare a "simple will" for you if that is what you need.  But, your life is more than “simple!” A basic Will does not avoid the probate process, control your non-probate property, or provide for any special planning concerns, such as estate taxes or trusts. The Will is just one piece of the Total Estate Planning picture.

We are happy to meet with you to discuss your options. Click here to set an appointment!