Passing assets to your beneficiaries
Determining best options for passing assets at death to your beneficiaries, including Wills, revocable trusts, titling, and beneficiary designations.
Practice Area
Estate Planning
At its heart, estate planning is about peace of mind — protecting your wishes and your loved ones.
Not Only for Later Years
Estate planning
Benefits Everyone
From the young adult embarking on marriage or parenthood to the widow or widower in their sunset years.
Estate planning is not something to just be done in one’s later years. Estate planning is for anyone who wants to protect their wishes – including wishes about treatment during life in times of vulnerability or impaired cognitive ability and wishes about asset distribution and family harmony following their death.
At its heart, estate planning is about peace of mind. Whether you are creating a plan for the first time or updating an existing one, we can help you craft estate planning documents that reflect your values, protect your loved ones, and reduce uncertainty.
Our Approach
Each person is different
We use our knowledge and experience, together with an understanding of your priorities and personal story, to create a unique plan. Each person is different, and the estate plans we create reflect our clients’ different personalities, passions, and goals.
Scope of Counsel
Where we provide counsel
Some of the many areas in which we provide counsel include:
Planning for incapacity
Nominating trusted people to handle your legal, financial, and healthcare decision-making in times of incapacity.
Reducing tax burden
Reducing estate tax burden and income tax burdens for yourself and your beneficiaries.
Multigenerational gifting
Multigenerational gifting and dynasty planning — structuring what you build so it continues to serve the people who follow you.
Charitable gifting
Optimizing the tax benefits of charitable gifting.
Protecting your beneficiaries
Protecting your beneficiaries from themselves and their potential creditors.
Related
Services
An estate plan rarely stands alone. We also guide families through what comes next — and through the moments when someone needs protecting now.
- Tax Planning — estate and income tax strategy for you and your beneficiaries.
- Charitable Gift Planning — structuring gifts to the causes you care about.
- Probate — guidance through the court process of settling an estate.
- Trust Administration — support for trustees and beneficiaries.
- Guardianship — protection for vulnerable adults and minors.
Proudly serving estate planning clients in Pinellas, Pasco, Hillsborough, and Manatee Counties, as well as throughout Florida.
Ready to protect
What matters most?
727-521-7400Tell us a little about your situation and we’ll lay out your options clearly — no jargon, no pressure.