Probate, Guardianship, Estate Planning & Special Needs Planning

(407)​ 734-0680 | in[email protected]

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COVID-19 UPDATE: In an abundance of caution, our offices are operating virtually for the safety of our clients and staff and limiting face-to-face meetings on an as-needed basis. Consultations may be scheduled virtually via Zoom or by telephone. We may arrange for Remote Online Notarization of documents and E-Recording services for enhanced efficiencies in signing, notarizing, and recording documents. From our family to yours, please be healthy and safe.  

Estate Planning

Wills & Trusts

Estate planning involves the process of creating a legally definte plan for managing your personal care and your assets while you are alive and directing how your assets are distributed after your death.

 

Our firm assists with various estate planning tools including:

  • Basic estate planning for an individual or married couple (Will, Durable Power of Attorney, Health Care Surrogate Designation, Living Will).
  • Trust-based estate plan for an individual or married couple.
  • Complex Trust agreements such as Irrevocable Life Insurance Trusts (ILITs), Qualified Subchapter S Trusts (QSSTs), Charitable Remainder Trusts, and Special Needs Trusts.
  • Special Needs Trust.
  • Business transfer planning.

By structuring an estate plan in place, you are ensuring you are prepared by providing the greatest protection for you and your families.

Call Us Today 

(407) 734-0680

Contact us to discuss your Estate Planning Needs.

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