We are pleased to meet with potential new clients to review their existing estate planning documents, including their Wills and/or Trusts. After we have an understanding of the clients' assets, family situation, personal needs and wishes, we recommend and develop strategies to implement our clients' goals into an effective and comprehensive estate plan including Wills, Trusts, Durable Powers of Attorney, Powers of Attorney for Health Care and Living Wills.
We will also discuss with our clients and implement, where appropriate, the more sophisticated aspects of estate planning including family limited partnerships, charitable remainder and charitable lead trusts, irrevocable life insurance trusts, qualified personal residence trusts and the benefits of and methodology of selecting and establishing a Florida domicile.



