A Florida Boutique Estate Planning Law Firm Focused on Trusts, Wills, and Related Tax Planning

We create wills, trusts, and related estate planning documents

We implement strategies for estate, gift, and related income taxes

We align titling of assets and beneficiary designations with planning goals

We work with trustees and personal representatives on trust and probate estate administrations

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I base my practice on three principles: Communication, Professionalism, and Efficiency

A well-structured and implemented estate plan provides flexibility to address changes in an individual’s life and family circumstances over time. These estate plans often involve a combination of strategies necessary to properly care for the personal and financial well-being of individuals and families. In addition to basic estate plans, which often include last will and testaments, revocable trusts, durable powers of attorney, living wills, and health care surrogate designations, individuals often benefit from the use of more complex estate and gift tax planning strategies. Such tax planning strategies may include lifetime gifting to children and grandchildren, estate freezing, life insurance trusts, charitable gifts, and business succession planning for closely held businesses. In addition to various estate planning strategies, other considerations such as fiduciary selections, family dynamics, federal estate and gift tax, asset titling, and the risks and unintended consequences of not having an updated estate plan in place are an important part of the estate planning discussions. Read more about our practice areas.

 

My Focus: Working with individuals, families, and business owners to create customized estate plans to protect and efficiently transmit generational wealth, including financial assets, business assets, real estate, and digital assets. See how.