Estate Planning

From simple to the complex, estate planning is the process of anticipating and arranging for the outcome of one's estate and the disposition of one's assets at death. Estate planning generally attempts to eliminate any unknown issues that may arise. We maximize the value of the estate by reducing taxes and other expenses.

Real Estate Transactions

From contract preparation to the closing of the real estate transaction, you can rely on our experience and expertise to make this process less stressful. You can also utilize the services of our wholly owned title insurance company, Citrus Title Insurance Agency, Inc., to assist you with your closing needs.

Wills

A well drafted will is a concrete way to make sure that your wishes are met, and also protects those who are named. Without a will the courts may decide how to divide your estate.

Revocable Living Trust

A Revocable Living Trust is a commonly used estate planning device designed to allow assets to pass to intended beneficiaries without the expenses associated with probate. Our office routinely prepares Revocable Living Trusts to assist clients with their estate planning goals.

Probate

Unfortunately, there may be times when probate is unavoidable. (Probate is the process in which the courts oversee how and to whom your estate will be distributed.) If and when you find yourself in that situation, having a seasoned legal advisor on your side will help to reduce an already stressful and sad time.

Probate Minimization and Avoidance

Most clients wish to avoid the probate process and the delays and costs associated therewith. We can advise and assist in strategies to reduce or eliminate the probate process.