Your Future Secured. Trusts, Estates, & Succession Planning
Secure Your Legacy and Safeguard Your Loved Ones
Business-orientated individuals handle their personal affairs with the same care as their business affairs. Handling a clients’ personal and family legal affairs is a natural extension of our relationship with them. When you’ve worked hard to build a legacy, it’s logical to take steps to protect it.
Achieving the high level of protection you’re looking for will take careful and comprehensive thinking. Your succession plan will have multiple parts, so securing the people and things you care about requires considering the interaction of all the parts as well as every possible future scenario.
We start by understanding exactly what you want the situation to be. Then we will advise on the structure that will best protect you and those you care about. In preparing an estate plan, we’ll lay it out in a way that offers you the clarity and certainty that’s essential to everyone’s wellbeing when it comes to personal and family affairs.
Clarity, Certainty, & Security
Successful thinkers look for certainty and clarity in their personal lives as much as in their businesses. They don’t appreciate stress and confusion in their lifetimes, and they don’t want stress and confusion to be what they leave to those who come after them.
Depth of Thought
Your affairs are not generic, let alone identical to anyone else’s affairs. Taking shortcuts with a templated approach would not provide security; it would introduce additional risks. No template could comprehensively and accurately reflect your circumstances or those of the other people to be considered in the arrangements.
Lawyers for Your Life
Are you looking for guidance on your personal affairs with sensitivity and the level of attention that your legacy deserves?
Leave a Clear and Secure Succession Plan
A valuable estate with many parts and many potential beneficiaries will be vulnerable to disputes. Whether it’s wills, trusts, or other planning tools, we know how to provide the clarity and certainty that protects your family lifetime and spares those you care about from avoidable stress and uncertainty.
Estate Planning and Writing Your Will
Your estate plan is an asset that ensures you pass on the benefits you intend to those you care about most. We advise on an estate plan that preserves your assets and puts them where you want them. So many problems can be avoided with just some pieces of paper.
Powers of Attorney
A well-drafted power of attorney is essential to protecting you and your assets in your lifetime. While you would only ever hand that control to someone you trust, you should be certain you have given clear and enforceable instructions on how they make decisions.
Contact
Send Us a Message
Get in Touch
Free Consultation
Call Us Today
401-272-8300
Prefer to email?
Visit Us
Tampa, Florida 33607