In the absence of any planning to the contrary, your estate will be distributed according to Florida's laws of intestacy. This so-called "default" estate plan might not reflect your wishes. However, if you do plan in advance, you can have your estate administered according to your preferences.

From drafting a last will and testament to establishing a revocable living trust, we engage in comprehensive estate planning with our clients to make sure every matter is addressed, including the distribution of your property to family, friends, charities and institutions, the bequest of specific gifts to leave a lasting legacy, and planning for your own care in the event of a temporary or long-term period of incapacity. No matter where you are in your life or with your estate planning needs, our attorneys are to help you. We provide quality advice and assistance in all of the following areas:

  • Wills, Trusts & Estates – Protecting assets during your lifetime while providing security for future generations, including high-value estate planning and special needs planning
  • Asset Protection - Protect your assets from civil money judgments without perjury or tax evasion
  • Family Limited Partnerships - Family limited partnerships have had an important role in lowering gift taxes and estate taxes for generations
  • Advanced Estate Planning – Addressing special needs for yourself, your children and grandchildren
  • Blended Family Estate Planning – Making sure children from a previous marriage and your current spouse receive their fair share
  • Tax Planning – Preserving your wealth with sensitivity to the optimum tax strategies
  • Probate and Trust Administration – Giving you the peace of mind to know that your wishes will be followed and given full effect
  • Long-Term Care Planning – From Medicaid planning to Veterans Aid & Attendance, we help you get the care you need and are entitled to
  • Guardianship – Making sure your health care and financial affairs are managed by someone you know and trust, in the event you can’t do it on your own
  • International Estate Planning - Many believe that there is no need for advanced estate planning unless clients have larger estates. However, the unlimited marital deduction only applies to U.S. Citizens, meaning that if one or both spouses are foreign nationals, the unlimited marital deduction does not apply, and special planning is required.

Articles and News About Estate Planning