southwest florida estate planning

A Road Map for the Future

headsIf, as has been said, life is a journey, think of estate planning as mapping out the route ahead. Knowing where you are heading, figuring out how to get there, and having a plan for what happens along the way and at the end of your journey can bring you and your family a powerful sense of security and peace of mind.

No matter where you are in life, we work with you to develop an estate plan that will get you where you want to go. That means spending time with you to listen to your concerns, answer your questions, and understand your goals.

Comprehensive Planning Tailored Just for You

Taking a holistic approach to your unique situation, we collaborate where appropriate with other professionals such as accountants, wealth advisors, and insurance advisors to make sure that every consideration is addressed and that the plan as a whole integrates all aspects of your life seamlessly.

What does that mean in practice? It means drafting estate planning documents that are thorough, clear, and effective. As every family has unique needs and objectives, there is no “one size fits all” estate planning done at Southwest Florida Estate Planning. Rather, our tailored plans are developed just for you. That can include:

  • Wills that make sure that your assets are distributed to loved ones as you intended.
  • Trusts designed to minimize tax liabilities and risks, maximize the value of the assets provided for your loved ones, and ensure that any minor children will be in good hands if anything should happen to you.
  • Special Needs Trusts that address the unique concerns and needs of minor or adult children who require specialized care due to physical or mental disabilities from birth or an accident during their life. Special Needs Trusts make sure that they and their caregivers have the resources and direction to provide for them as you would.
  • Business Succession Planningthat ensures that the business that you worked your life to build will be passed to who you want or made fruitful for your family.
  • Advance Health Care Planning that gives direction to your loved ones and doctors in the event that you become unable to make such decisions, sparing them from speculation and additional stress during a difficult time.
  • Medicaid, Insurance, and Veterans’ Benefits Planning that makes sure that the benefits you’ve paid for or earned are there for you when you need them and there for your family after you’re gone.

We also provide estate administration counselling services for trustees and guardians to assist them with their obligations and responsibilities. We arrange for guardianships and conservatorships and represent clients in probate proceedings.

Southwest Florida Estate Planning, PLLC: Planning for Life

The relationships we build with our clients continue long after the ink has dried on the documents we’ve prepared. Life’s journey can include unexpected turns, rough stretches, or a desire to go in a different direction. We’ll be here for you when it does. We can arrange for periodic reviews of your estate plan, provide counseling and guidance, and work with your family, loved ones, and heirs to make sure that their needs and concerns are addressed.

To discuss your estate planning needs, give us a call at (239) 216-4107 or fill out our contact form. We look forward to assisting you.