8:30am - 5:30pm

Office Hours Monday - Friday.

Tampa - 813.272.1400

Toll Free - 877.661.0221




Estate Planning

Estate planning allows for the orderly disposition of the testator’s assets. Common estate planning documents include wills, trusts, healthcare surrogate forms, powers of attorney, and planning for taxes (income, gift, and estate). The firm also assists in proper titling of assets, when necessary, in order to avoid probate. In addition, the Firm provides sophisticated business and advice to gain the maximum benefit of all such laws while carrying out the client’s wishes for disposition of property. The Firm can prepare simple wills and perform advanced estate planning techniques that will be customized to each client’s estate planning desires and needs. Some of the estate planning services we offer are
• Wills
• Trusts
• Business continuity planning
• Asset protection
• Taxation
• Charitable gifts
• Insurance trusts
• Family limited liability company
• Family limited partnership
• Living wills
• Powers of attorney
• Healthcare Surrogate
• Pre-need guardian designations