Stress-free comprehensive estate planning services from the comfort of your own home.
Benefits of a Comprehensive Estate Plan
Incapacity Protection
Planning for incapacity protects your family and assets when you are unable to act for yourself. A power of attorney, health care surrogate designation, living will, end-of-life directive, and HIPAA release are all included in every estate planning package.
Emergency Planning
You will receive an Emergency Plan Toolkit for your instructions on how short-term caregivers can take care of your children, pets, home, and digital assets in an emergency. Planning prevents last-minute scrambles and unintended consequences.
Optimized Asset & Tax Strategies
Trusts and planned giving can protect your children’s inherited assets, retirement and life insurance proceeds, and property from future family and tax impacts. All trusts include detailed manuals for trust funding and trustee duties. Assistance with trust funding is also available.
Comprehensive Estate Planning Services
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Will
A will is a legal document that gives direction to the probate court and your family about who will manage your estate after your death and who you would like nominated as guardians for your minor children.
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Trust
A trust is a legal document and entity that you create to hold and manage assets and transfer assets to your named beneficiaries on your behalf. A revocable living trust is managed by the trustmaker (you) during life.
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Health Care Directive
A Health Care Directive allows a person you nominate (called a surrogate) to make medical decisions for you when you cannot make them yourself, in addition to allowing for you to memorialize your wishes if you are incapacitated.
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Specialized Trust
A specialized trust can be designed to protect assets for multiple generations and optimize estate tax planning. Common specialized trusts include children’s asset protection trusts, irrevocable life insurance trusts, retirement plan trusts and similar estate planning vehicles.
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Power of Attorney
A power of attorney allows someone nominated by you to act on your behalf if you are unable to do so. A power of attorney can cover financial and health-related matters.
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Military & Veteran Estate Plans
Estate planning for military families takes into account special considerations like different states of residence in military couples and special resources available through the Department of Veterans Affairs and other retirement and insurance plans.
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Asset Protection Entities
Business entities, like LLCS, can be used to hold real property or business interests to provide more asset protection and creditor protection for the future.
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Charitable Giving
Estate assets can be used for the greater good by incorporating charitable giving into an estate plan. You can make charitable gifts in a will or trust, establish a charitable trust, or use other charitable tools to establish a legacy while reducing the tax burden on your estate and future beneficiaries.
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Business Succession Planning
If you own a business or business interests, planning for what will happen to your business when you pass away is critical to preserving those assets for your children or other beneficiaries.
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Special Asset Transfers
Transfers of firearms, property subject to homestead tax exemptions, and retirement plans require specific estate planning techniques. Coordination with federal and state laws and property titling rules will also be essential in dealing with these special assets.
Choose your estate plan
Will
Last Will & Testament Package
Popular
Trust
Revocable Living Trust Package
Legacy
Specialized Trusts & Estate Tax Planning
Add-Ons are available for all plans, including: advanced will clauses, specialized trusts, complex blended family and business succession planning, deed preparation and professional trust funding.
All estate planning clients receive . . .
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We will create your customized emergency plan, laying out instructions for the care of your children, pets, home, and digital assets if an emergency happens. A short-term caregiver will feel confident with these instructions in hand while you recover.
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You receive a summary of the key aspects of your estate plan, including fiduciary information to quickly identify trustees and guardians.
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We will document your wishes for your end-of-life services so that you will be remembered in accordance with your desires.
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You will sign your estate plan documents with an in-person notary in Tampa, Florida or wherever is most convenient for you. The notary service is included in your plan.
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You will receive a fireproof and waterproof storage file to store your signed original documents as well as electronic copies.
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Every year I will reach out to schedule a complimentary consultation regarding your plan to assess the need for any changes.
Plus, you can protect your business interests the right way at the same time
Have you thought about whether your properties should be moved into LLCs, how your business interests should be transferred, and other business-related matters? I have the business and tax background to assist with those issues too!
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Your business idea will become a legal reality when you form your business entity. I advise on single member and multi-member LLC formations, partnerships, professional corporations, and joint ventures. Included are key startup and maintenance documents plus a valuable Compliance Playbook.
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Fortify your business with stronger legal protections. I provide business contract review, employment agreements, and custom policies and procedures. When business disputes arise, I will put my litigation experience to work for you and advise you on pre-litigation strategy and negotiations.
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If you are an entrepreneur, you need sound tax advice to ensure the business's financial health. I counsel business owners on tax status issues, such as S Corp elections, as well as how to navigate state and local business requirements. I also provide legal support when your business financial team faces complex issues.
“As for the future, your task is not to foresee it, but to enable it.”
— ANTOINE DE SAINT EXUPERY
