Take care of your family without headaches or high costs.

Estate planning starts with an attorney consultation by phone, Zoom, or in-person. We help clients throughout the state of Florida.

Here’s what we’ll do:

1. Get to know you.
   We’ll inquire about you, your family, your finances, and your estate planning goals.
2. Go over your legal tools.
   We’ll explain various planning tools, including wills, living trusts, or more customized solutions. We’ll also explain lifetime medical planning documents, including a health care surrogate, living will, preneed guardian designation, and power of attorney.
3. Assess estate tax liability.
   We will evaluate your family’s estate and gift tax exposure, and if applicable, discuss tools to reduce tax liability.
4. Develop a plan.
   We’ll help you create a plan to protect yourself during your lifetime and leave your assets efficiently to your intended beneficiaries the way you want and how you want.