Estate Planning

The Benefits of Estate Planning

• Guardianship for Children: Appoint guardians for your children in the event both parents are deceased while children are still minors.
• Seamless Transfer of Assets: Ensure that all of your assets pass according to your wishes and not those of the state or judge.
• Tax Savings: Minimize estate (“death”) taxes, gift taxes, generation-skipping transfer taxes, and income taxes.
• Creditor Protection: Protect assets from current and future creditors (including divorcing spouses).
• Lower Expenses: Minimize the administrative expenses and time of the Florida probate process.
• Privacy: Protect the privacy of the your assets upon your death.
• Transition: Provide for seamless family business succession.