Florida Estate Planning & Asset Protection

At The Estate, Trust, & Elder Law Firm our mission is to help you plan for whatever tomorrow may bring.

We help you see the big picture in order to create a legal roadmap that protects the life you’ve built for yourself and your family going forward.

You have an Estate.

Bank accounts, cars, homes, family heirlooms… anything you own is your estate.

If you own any of those items, you already have an estate.

But what happens to everything you have worked for after you pass away?

Will the State of Florida decide the fate of your possessions?

Estate Planning is making a plan in advance to ensure your assets go where you want them to go.

A well-designed estate plan can bring great peace to you and your family.

How do Estate Planning & Asset Protection work in Florida?

Estate Planning all starts with a conversation. Our estate planning attorneys have the knowledge and experience required to ensure our you have a solid plan in place you become disabled, pass away, or need future long term care.

Developing a plan takes honest and open conversations between you and our team to ensure your final wishes are captured and upheld.

There are many different avenues that can be taken during estate planning to develop a tailored plan. First, we sit down and have a conversation about you, your family, your financial situation, and your wishes for tomorrow.

Based on your goals we uncover during that conversation, we develop a solid legal plan using tools like wills and trusts to secure your future for yourself and your loved ones.

Contact us to get started today.

We have a lot of Estate Planning tools in our toolbox.

First, we want to learn about you. Then we use the appropriate legal planning tools that work to meet your goals.

Here are a few of the most common ones:

Wills and Trusts: there are many types of wills and trusts our team tailors to your individual situation to plan for any unforeseen events tomorrow may bring.
Proactive Planning: long term care planning while you are healthy and well is the most ideal scenario. With tools like irrevocable trusts, we can help protect our client’s assets before the five-year Medicaid lookback period.
Estate Litigation: our team will be your advocate in court for matters related to the estate.
Trust Administration: managing the elements of the trust to ensure beneficiaries are well looked after.
Crisis Planning: actively responding to changing laws and situations, we help our clients steer through the common pitfalls of estate and long-term care, such as Medicaid Planning.

Veterans Benefits Planning: Veterans or widow of a Veteran, are entitled to certain Veteran benefits from the US Department of Veteran Affairs (VA).
Charitable Gift Planning: preserving your legacy with a charitable gift takes planning to maximize impact. We’ll help you figure out how best to allocate assets for charitable gifts.
Estate & Tax Planning: minimizes the burden on loved ones both emotionally and financially. We help plan key elements of the estate plan to minimize tax liability going forward.
International Estate & Tax Planning: you may own a vacation home or property in another country, which requires its own unique roadmap. Our estate planning attorneys are skilled in both Florida and U.S. laws and regulations, as well as international requirements.

During our first meeting, we will listen and learn about you, your needs, and your dreams. We analyze your personal and financial affairs so you can enjoy your retirement and protect the nest egg you spent your life building.

We will ask questions like:

Do you want to protect and provide for your spouse?
Do you want to protect your home and assets for children, grandchildren and other minors?
Do you want to avoid probate and keep your financial affairs private?
Do you want to protect your assets from lawsuits, creditors, and divorce?
Do you want to plan for someone's inability to manage finances in the future?
Do you want to protect your children’s inheritance from the possibility of failed marriages?
Do you have long term care insurance or have you planned for those needs?

During our time together, we will talk through different solutions with pros and cons of each, as well as pricing. At the end of our time together you will be able to make an informed decision about your planning options.

Contact us at (772) 828-2588 or click here to get started today.

Estate Planning can seem stressful.

Let's change that.

Estate planning is thinking about yourself or a loved one no longer being able to make sound decisions.

Whether that’s a result of an age-related mental or physical illness, an accident, or a death, the person calling the shots simply isn’t in that position anymore.

Proactive estate planning is what we strive for with our clients because it helps eliminate a large degree of future stress and anxiety.

Many people think they’ll have their whole lives to start planning their tomorrow, but that’s just not how the world works.

With our estate planning process, we’ll take the time to understand your present situation, your vision for tomorrow, and help you create a peace-of-mind solution that delivers for the long haul.

Plan today to protect your tomorrow.

There are many advantages to going through the estate planning process while you’re of sound mind and body.

Planning proactively means you’ll be:

Providing support to your family

Your customized estate plan ensures your spouse and children are provided for. You can also appoint guardians for minor children to ensure they’re well looked after.

Specifying where your assets go

Your estate plan maps out exactly where your assets will go in the event of your death. This step can greatly reduce the chances of disagreements later on.

Minimizing estate taxes

Proper estate planning can help minimize the tax impact on your estate. This allows your beneficiaries to keep more of what you're leaving them.

Having a plan if you're disabled

If a mental or physical impairment suddenly robs you of independence, you can specify down to the letter where and how you’d like to be looked after.

Florida Estate Planning Attorneys here to help your vision for tomorrow come to life.

Changing with life’s twists and turns is what we do best.

Life throws out curve balls every day that may change some of the details in your estate plan after its completion. You may divorce and remarry, have more children, or finally get that sailboat you’ve always wanted. So what happens with your estate plan?

At The Estate, Trust, & Elder Law Firm, we are committed to providing the best possible solutions—now and in the future.

If your situation ever changes, you can count on our estate planning attorneys to be there to help you chart a new path. Contact us now at (772) 828-2588 to get started today.

Your ideal tomorrow can start today.

Most people have heard of estate planning — or at least of wills and trusts — yet many Floridians do not have these vital instruments in place. Knowing where to start or what details to include can be downright intimidating.

That’s where our first conversation with new clients is always just that: a discussion to see where we can provide the most benefit. That conversation helps us nail down what’s important to you and your family going forward. With that in mind, we can start to shape the legal framework that protects your vision.

Contact us at (772) 828-2588 to get started.