Estate Planning


Estate Planning

Estate planning can almost always create an impression of being overly complicated and costly. The list of uncertainties may seem endless. There are state taxes, the American bureaucracy, probate courts, appraisal issues, life insurance, health care concerns, eligibility of heirs, IRA's, 401K's, annuities, and burial or cremation costs, just to name a few. We can help clarify this complicated information and ensure that you understand your financial and legal rights.

We know you probably have numerous questions regarding planning your estate and that planning the future of your estate can seem daunting and exasperating on your own. We provide the qualified help you need to evaluate your unique situation, offering our professional recommendations to help answer your questions and solve your specific obstacles.

We can help alleviate your concerns by:

   Clearly Defining Your Estate Planning Goals

   Evaluating & Recommending Customized Estate Planning Options

   Taking Care of All of Your Document Needs

   Reducing Your Probate Costs

   Lessening Death Taxes

   Transferring Your Estate Assets

   Amending Plans

   Preparing Charitable Donations

   & Many other services

If you’re in the Destin, Sandestin, Fort Walton Beach, 30A, Santa Rosa Beach, or other surrounding areas, give us a call today and we’ll get you started in the right direction with confidence.