ProtectWHAT MATTERS MOST
Comprehensive estate planning strategies designed to protect your assets, minimize taxes, and ensure your legacy continues for generations to come.
Your Legacy Plan
Every family deserves a personalized estate plan that reflects their values and protects their loved ones.
More Than JustDocuments
Estate planning is the process of arranging for the management and disposal of your assets during your lifetime and after death. It's about ensuring your wishes are carried out and your loved ones are protected.
A comprehensive estate plan goes beyond just writing a will. It includes strategies for minimizing taxes, avoiding probate, protecting assets from creditors, and ensuring your family's financial security.
At Generations of Trust, we take a holistic approach to estate planning. We consider your unique family dynamics, financial situation, and personal values to create a plan that truly reflects your wishes.
Our goal is to provide you with peace of mind, knowing that your family will be taken care of and your legacy will be preserved according to your intentions.
Our Estate Planning Services
Comprehensive legal solutions tailored to your family's unique needs
Wills & Testaments
Legally binding documents that specify how your assets should be distributed after death, including care provisions for minor children.
Trust Creation & Management
Revocable and irrevocable trusts designed to protect assets, minimize taxes, and provide for beneficiaries over time.
Tax Planning Strategies
Advanced strategies to minimize estate, gift, and generation-skipping taxes while maximizing wealth transfer opportunities.
Healthcare Directives
Living wills and health care designations to ensure your medical wishes are respected.
Powers of Attorney
Durable and limited powers of attorney for financial and legal matters.
Health Care Surrogate
Designate a trusted person to make healthcare decisions on your behalf if you become incapacitated.
Our Estate PlanningProcess
We follow a proven process to create comprehensive estate plans that protect your family and preserve your legacy.
Initial Consultation
We begin with a comprehensive review of your assets, family situation, and estate planning goals. This consultation is always free and helps us understand your unique needs.
Strategy Development
The attorney develops a customized estate planning strategy that addresses your specific objectives, including tax minimization and succession planning.
Document Preparation
We prepare all necessary legal documents, including wills, trusts, powers of attorney, and healthcare directives, ensuring they comply with Florida law.
Client Review
We send the documents to you to review at your leisure and let us know if you have any questions or changes.
Review & Signing
We carefully review all documents with you, explaining each provision and answering your questions before the formal signing ceremony.
Why Estate PlanningMatters
Protect your family from unnecessary complications and expenses
Protect Your Family
Ensure your loved ones are provided for and avoid family disputes over inheritance.
Minimize Taxes
Reduce estate taxes and preserve more of your wealth for your beneficiaries.
Avoid Probate
Keep your estate out of costly and time-consuming probate proceedings.
Living Will
Specify your wishes for end-of-life medical care and treatment preferences.
Care for Minor Children
Designate guardians and provide for your children's financial future.
Healthcare Decisions
Ensure your medical wishes are respected if you cannot speak for yourself.
Don't Wait UntilIt's Too Late
Estate planning is not just for the wealthy or elderly. Every adult should have at least a basic estate plan in place.
Ready to Protect Your Family?
Schedule your free consultation today. No obligation, just professional guidance to help you understand your options and make informed decisions. We offer flexible scheduling with in-person and teleconference meetings available.
Schedule Your Free Consultation
Contact Us Directly
Call Us Today
(727) 367-1976Email Us
info@generationsoftrust.comVisit Our Office
1110 Pinellas Bayway South #208(2nd floor, elevator available)
Tierra Verde, FL 33715
(Temporary location while 433 76th Ave is under reconstruction)
Schedule Your Appointment
We offer flexible scheduling to accommodate your needs.
Available: In-person and teleconference meetings
Call (727) 367-1976 to schedule your consultation
Why Call Today?
- โFree initial consultation
- โSame-day appointments available
- โNo obligation to proceed
- โProfessional guidance you can trust
