ESTATE PLANNING

Estate Planning

You’ve spent your whole life taking care of your loved ones and providing for your family. It’s an ongoing commitment, and one that requires hard work as well as planning and forethought. That is what estate planning is all about – providing you and your family with financial security, clarity, and peace of mind.

At The Estate, Trust and Elder Law Firm, P.L. we help our Treasure Coast clients develop and implement comprehensive estate planning strategies personally tailored to their unique situation, needs, and goals.

We understand thinking about disability or death is not something that anyone really wants to do and it is not the easiest subject to discuss with your family. With the proper guidance, you can protect your finances and spare your loved ones the frustration of having to make costly and difficult decisions after you become mentally incapacitated, physically disabled, or pass away.

We provide a full range of estate planning services, including:

  • Will drafting and execution
  • Trust drafting and administration, including special needs, insurance, and other specialized trusts
  • Probate counsel and representation
  • Estate administration
  • Guardianships
  • Tax planning
  • Advance healthcare planning and directives
  • Charitable gift planning
  • Medicare planning
  • Veterans benefits planning
  • Special Needs planning
  • Durable power of attorney

No matter how large or small your estate is, no matter whether it is relatively simple or extremely complex, we will work with you to put together an estate plan that will provide you and your family with the comfort that comes from knowing you have taken care of your family’s financial security, addressed difficult decisions regarding your care and personal affairs in the event of incapacity, and provided for your retirement, health care and long-term care needs.

Our experienced and trusted estate planning attorneys have been serving Treasure Coast families for decades, and Mr. Fowler is Board Certified by the Florida bar in both Wills, Trusts, and Estates and in Elder Law. If you have questions or wish to start the process of developing your comprehensive estate plan, please contact the Estate, Trust and Elder Law Firm, P.L. to arrange for your free initial consultation at one of our conveniently located offices in Fort Pierce, Stuart, Port St. Lucie, Vero Beach, and Okeechobee.