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Estate Planning Overview

Estate planning helps you accomplish four goals:

  1. Estate planning enables you to control your property when you are alive and well.
  2. Estate planning enables you to provide for your own needs and those of loved ones if you become disabled.
  3. Estate planning empowers you to give what you have to whom you want, the way you want, and when you want.
  4. Estate planning minimizes the impact of taxes, court costs, and fees paid to attorneys and accountants.

We will work closely with you, your family, financial advisor, and accountant to:

  • Assure your children are cared for and protected if you cannot care for them;
  • Ensure that the people you choose make medical decisions according to your wishes if you become unable to decide for yourself;
  • Protect the assets you leave to your family from litigation and divorce; and
  • Protect you and your family from the expense and hassle of probate.

We’ll work collaboratively to develop a custom-designed plan that reflects your needs and values.

Our office includes DocuBank as part of our client service package to ensure that your Living Will, Designation of Health Care Surrogate and other important medical information will be available at the hospital when needed.

For more information on Estate Planning Overview, a free initial consultation is your next best step. Get the information and legal answers you are seeking by calling (727) 827-7777 today.

Get your questions answered – call me for your initial Consultation (727) 827-7777




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South Pasadena Office
6617 Gulfport Boulevard South
South Pasadena, Florida 33707
Phone: 727-827-7777

Orlando Office
618 E. South St.,
Ste. 500
Orlando, Florida 32801
Phone: 407-603-6652

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