ESTATE PLANNING

ESTATE PLANNING

When referring to your Florida estate planning, the term “estate” consists of the bundle of assets and liabilities that you own at time of your death.  When referring to your “assets”, they consist of anything that you own that has some value.  Your  “liabilities” are basically debts or amounts that you owe to third parties. Despite the fact that almost everyone dies with at least some assets to give and some liabilities to settle, most people do not create a plan to make this an organized and predictable process, thus leaving others to basically figure it out.

At JAM Law Group, we provide practical solutions to estate planning and asset protection concerns to accomplish our clients’ wishes, including maintaining management and control of their estate, minimizing or eliminating and state tax liability while at the same time avoiding probate, protecting family members, ensuring their financial privacy, obtaining peace of mind, and avoiding unnecessary taxes.

We handle all aspects of estate planning, including:

  • Creating wills and trusts
  • Business planning
  • Asset protection planning
  • Wealth preservation planning
  • Planning for incapacity and disability

We offer affordable and comprehensive estate planning packages that will include everything for your specific and unique circumstances. We are happy to sit down with you and discuss your estate planning needs.