As Trust & Estate planners, we help our clients address their most personal issues and achieve their often unique priorities and objectives, with both the more common and complex situations they face. We specialize in helping clients address multi-generational and multi-jurisdictional issues. When our clients have suffered the loss of a loved one, we provide a very hands-on full-service approach to Trust & Estate administration, and where necessary Florida probate administration. Our goal is always to provide high quality advice and service to our clients at an affordable and fair price.
Our Trust & Estate Planning services include:
- Preparation of Wills and Revocable Trusts
- Preparation of Advanced Directives, such as Durable Powers of Attorney, Health Care Directives and Living Wills
- Estate and Gift Tax Planning
- Preparation of Irrevocable Trusts
- Charitable Tax Planning
- Lifetime Gifting
- Prenuptial and Premarital Agreements
- Postnuptial and Postmarital Agreements
Our Trust & Estate Adminstration services include:
- Trust Administration
- Formal Probate Administration
- Ancillary Administration
- Summary Administration
- Spousal Rights
- Rights of Minors
- Elective Share Planning & Advice
- Beneficiaries Rights
Click here to schedule a consultation.