Practice Areas • Estate Planning

Estate Planning

Assisting you and your family in preparing for the estate planning process while advising you on your tax implications

Many individuals are under the misconception that estate planning is only for the ultra-high net worth; however, that is simply not the case. Everyone needs to plan for the transfer of their most prized possessions including assets of value and personal sentimental effects.

In todays age there are many assets that people do not consider when deciding what to include in their list of high value property, such as their Personal Digital Assets. Digital Assets are assets that many possess such as social media account passwords, digital currencies and domain URLs.  Our firm strongly believes in taking a proactive approach when drafting a Last Will and Testament and Durable Power of Attorney, ensuring that all assets are being considered. We also encourage our clients to take the time to consider what they care about most and instruct them to take an inventory of their most treasured assets and decide for themselves how they wish for the assets to be distributed. Since every circumstance is unique, we believe in strategically crafting estate plans to exercise your specific goals and wishes, while keeping the tax implications in mind.

Estate planning is not for those only concerned with protecting their financial health but those who wish to craft instructions to a loved one that can make ultimate decisions about their physical health in the event that they are incapacitated. Our firm advises and assists clients in drafting their Florida Advance Healthcare Directives such as a Florida Living Will and Florida Designation of Healthcare Surrogate.

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