Estate Planning

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Estate Planning is the process of preparing documents to make sure your wishes are carried out in the event you can no longer make decisions for yourself. SmithLaw has attorneys to handle every aspect of your estate planning, with particular knowledge of issues applying to Florida residents or property/business owners in Florida.

Estate documents include:

  • Florida Wills
  • Living Will
  • Florida Trust
  • Power of Attorney
  • Health Care Surrogate Designation
  • HIPAA Release, etc.
  • Wealth Preservation
  • Asset Protection
  • Florida Estate Planning
  • Educational Trusts and Family Trusts
  • Premarital and Post-Marital Agreements
  • Business and Succession Planning

Ideally, your estate plan will protect, conserve and distribute your assets for the benefit of loved ones and/or charities when the time comes. SmithLaw will assist you in preparing an estate plan while considering the impact of all consequences including state and federal tax laws. We can also assist you in preparing documentation which will appropriately manage the use of your assets for your care in the event you become incapacitated or are unable to manage your own affairs during your lifetime.

Our goal is to assist you in implementing strategies so that when you transfer assets to your beneficiaries, they will have the lowest possible estate tax and administration costs.