Estate Planning

Trust Creation and Administration

Beyond basic revocable trusts, we create sophisticated trust structures when needed:

• Irrevocable trusts for asset protection

• Dynasty trusts to protect wealth for multiple generations

• Spendthrift trusts to protect beneficiaries from themselves or creditors

• Charitable trusts for those with philanthropic goals

• Trust administration guidance for successor trustees​

​

Will-Based Planning When Appropriate

While trusts offer many advantages, sometimes a will-based plan makes sense, especially if the home is the primary asset. We create pour-over wills that work with your overall strategy and ensure nothing falls through the cracks. These aren't generic forms—they're carefully crafted documents that address Florida-specific requirements and your unique family situation.

​

Powers of Attorney & Advance Directives

We prepare robust documents that actually work when you need them:

• Durable powers of attorney that banks and financial institutions will accept

• Healthcare surrogate designations that clearly express your wishes

• Living wills that provide clear guidance during medical crises

• HIPAA authorizations to ensure loved ones can access information

​​

Why Comprehensive Planning Matters

Online documents and do-it-yourself forms might seem like a bargain, but they often:

• Fail to account for Florida's specific laws and requirements

• Miss critical asset protection opportunities

• Create ambiguities that lead to family disputes

• Don't coordinate with beneficiary designations or joint ownership

• Leave assets vulnerable to creditors or predators

​

A proper estate plan protects against:

• Unintended beneficiaries inheriting your assets

• Family conflicts over unclear or outdated documents

• Lost inheritances due to beneficiaries' divorces, lawsuits, or poor decisions

• Excessive costs from probate, taxes, and legal disputes

• Elder exploitation by those who prey on vulnerable seniors

​

The Bottom Line

Your estate plan is one of the most important gifts you can give your family. It provides peace of mind knowing that you've protected your loved ones from unnecessary expense, delay, and conflict. Don't leave your family's future to chance or generic documents—invest in a comprehensive plan that actually works when it's needed most.