ESTATE PLANNING | BUSINESS LAW & PLANNING | ELDER LAW
OUR LEGAL SERVICES
We pride ourselves on providing individually tailored estate plans using the most advanced legal techniques available under the law.
- Wills - If you do not have an estate plan prepared at the time of your death, your estate plan will be chosen by the State of Florida.
- Trusts - Trusts are not only for the wealthy and not everyone needs a trust, but for some, the creation of a trust is a crucial part of a complete and effective estate plan.
- Trust Administration - When a decedent dies leaving assets in trust, a successor trustee steps in to take over management of the trust. Sometimes, as in the case of certain irrevocable trusts, a separate trustee may already be in place.
- Probate - The death of a loved one is an emotional and stressful time. Probate is a legal process by which a Florida court re-titles property of a deceased individual to his or her beneficiaries or heirs.
- Asset Protection Planning - Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times.
- Advanced Directives - A “power of attorney” can be a significant instrument in protecting the assets of a vulnerable adult from perpetrators. A power of attorney is a written instrument by which a principal gives authority to an attorney-in-fact to act on behalf of the principal.
- Gun Trusts - Gun Trusts, also known as firearms trusts, NFA trusts, Class 3 trusts, or firearms revocable trusts, are an excellent way to legally purchase and own a Title II firearm sold by Class 3 dealers, as well as regular firearms.
In today’s complex business, legal, and tax environment, proper entity planning can provide solid footing for your enterprise as it begins and help assure your better legacy when it is time to implement an exit strategy. We have the expertise to assist you in planning well for your business’s success!
- Business Law & Entity Planning - Planning for the operation of a business entity requires the examination of a variety of factors.
- Business Succession Planning - One of the chief concerns facing owners of family or closely held businesses is how to affect an orderly and affordable transfer of the business to the next generation or to a key employee.
- Tax Law - Tax implications must be considered in a number of instances throughout the lifetime of an individual or a business. Our firm is interested in providing individuals and businesses with legal advice and solutions that will minimize tax costs and maximize tax benefits.
We focus on protecting our senior clients’ autonomy and assisting their family and loved ones to do the same. This includes the interplay of estate planning, incapacity planning, and the myriad of government programs benefitting retired or disabled individuals (such as Medicaid).
- Elder Estate Planning - Estate planning is markedly different for individuals as they age.
- Medicaid Planning - Medicaid is a joint federal and state program that provides payment for medical care for persons unable to pay for these services. Medicaid covers physicians’ services, hospital care, supplies, and other necessary services once a person has been made eligible for the program. It also pays for the expenses of long-term care in a nursing home.
- Guardianships - Though we strongly encourage everyone over the age of 18 to have a plan in place that provides the ability to avoid a guardianship proceeding, many people without such a plan may eventually need a guardian appointed.
