UP-TO-DATE 
TAX EFFICIENT 
FAMILY HARMONY 
ASSET ALIGNMENT 
PROTECTION 
UP-TO-DATE
If you haven't updated your estate plan in the last three years or if you've recently become a Florida resident, now is the time to visit a qualified Florida estate planning attorney.
TAX EFFICIENT
While either federal or state-level estate taxes remain pertinent to some, almost every estate plan should consider income tax and capital gain ramifications.
FAMILY HARMONY
One of the least considered aspects of estate planning revolves around family harmony issues. From selecting your trustee, dealing with blended family concerns to depriving your loved ones of ambition, an A+ estate plan considers all.
ASSET ALIGNMENT
A common problem we see with many existing estate plans is the lack of asset alignment. Ensuring the proper titling of assets and that beneficiary designations fit hand-in-glove with your goals is critical to a successful plan.
PROTECTION
A final element not often considered in many estate plans is to take advantage of asset and inheritance protection strategies. From protecting your assets in the event of your disability, keeping your affairs private, thwarting your beneficiaries' divorcing spouses to shielding their inheritance from creditors and predators, opportunities abound.