Estate Planning and Probate Attorneys in Jacksonville, FL

At its core, estate planning is about protecting your loved ones. You plan in advance to ensure your assets are distributed to those you care about, helping to further your legacy, provide financial support or ensure the longevity of your business. Starting the discussion about leaving your affairs in order can be difficult. We understand that estate planning requires the utmost sensitivity and that consultation should be offered with both care and concern.

Taking the time to plan your estate with a trusted attorney helps protect your beneficiaries, limits your heirs’ tax liability and prevents family and business disputes during an already burdensome time. We work with clients to navigate their long-term wealth management strategies, which may include developing strategic wills and trusts, planning for business succession or properly directing and allocating qualified retirement account assets.

Adding to the complicated nature of estate planning for businesses and high-net-worth individuals, tax and business laws vary from state to state and the process of navigating these issues can quickly become overwhelming. Because many of our clients and their families are migrating to Florida from a different state, our experience in Florida estate planning law is crucial to reconciling and enhancing a current estate plan. Entrenched in our local financial services market and with extensive experience with our probate courts, our firm possesses a suite of valuable relationships with the area’s leading allied professionals to guide our clients through the estate planning process and the transition of wealth from one generation to the next.

Our estate planning practice includes assisting clients with the following legal matters:

Contact us for more information about our estate planning services.