We offer clients individually tailored estate planning advice that leverages their ability to transfer wealth to future generations while minimizing taxes, risk of loss and family acrimony. We have extensive experience representing individuals and businesses to preserve and pass on our clients’ lifetime of hard work, vision, and sacrifice. We welcome the opportunity to discuss your needs, our qualifications, and fee structures with respect to estate planning and trust and estate administration.
Our mission is to guide you in planning for your family’s current and future well-being. We specialize in estate planning, probate and trust administration, Medicaid qualification, and special needs and elder law planning. We take the time to listen to and understand your unique needs and goals and provide solutions that are designed for you. Our sole focus while working with you is to provide guidance that protects your assets while safeguarding your family’s future.
Florida Planning Law offers skillful estate planning advice tailored to each client’s particular circumstances. By reviewing their family values, assets, and objectives, we help clients develop a working estate plan to accomplish their tax and personal goals.
How much do you know about Florida Medicaid right now? A surprising number of Florida seniors and their families mistakenly believe Medicaid is Medicare. This is not true. While Medicare is a federal health insurance program that all seniors are entitled to be a part of, Medicaid is a joint federal and state program that can provide additional health coverage, such as nursing home coverage, to eligible seniors in the state of Florida.
Our extensive experience in administering complex estates and trusts enables us to assist clients in the most tax-efficient and beneficial way to fulfill the terms of the particular will or trust. We assist family members, beneficiaries, and fiduciaries upon the death or disability of a loved one by providing a smooth transition and expert guidance through the complexities of the probate.