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(813) 868-1989

(727) 502-9060

(813) 868-1989

(727) 502-9060

Estate Planning

Estate Planning Services :

  • Income Tax Planning
  • Estate Tax Planning
  • Creating a Will
  • Powers of Attorneys
  • Designation of Health Care Surrogates
  • Living Wills
  • Trusts
  • Family Limited Partnerships
  • Limiting estate taxes
  • Establishing a guardian
  • Naming an executor
  • Creating/updating beneficiaries on plans such as life insurance, IRAs and 401(k)s
  • Gifting Tax Plans
  • Estate Planning
  • Grandchildren
  • Health Care Decisions
  • Medicaid Planning