Estate Planning

ProtectWHAT MATTERS MOST

Comprehensive estate planning strategies designed to protect your assets, minimize taxes, and ensure your legacy continues for generations to come.

1000's
Estate Plans
75+
Years Experience
FREE
Consultation
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Your Legacy Plan

Every family deserves a personalized estate plan that reflects their values and protects their loved ones.

Understanding Estate Planning

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

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Wills & Testaments

Legally binding documents that specify how your assets should be distributed after death, including care provisions for minor children.

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Trust Creation & Management

Revocable and irrevocable trusts designed to protect assets, minimize taxes, and provide for beneficiaries over time.

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Tax Planning Strategies

Advanced strategies to minimize estate, gift, and generation-skipping taxes while maximizing wealth transfer opportunities.

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Healthcare Directives

Living wills and health care designations to ensure your medical wishes are respected.

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Powers of Attorney

Durable and limited powers of attorney for financial and legal matters.

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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.

01

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.

02

Strategy Development

The attorney develops a customized estate planning strategy that addresses your specific objectives, including tax minimization and succession planning.

03

Document Preparation

We prepare all necessary legal documents, including wills, trusts, powers of attorney, and healthcare directives, ensuring they comply with Florida law.

04

Client Review

We send the documents to you to review at your leisure and let us know if you have any questions or changes.

05

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

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Protect Your Family

Ensure your loved ones are provided for and avoid family disputes over inheritance.

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Minimize Taxes

Reduce estate taxes and preserve more of your wealth for your beneficiaries.

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Avoid Probate

Keep your estate out of costly and time-consuming probate proceedings.

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Living Will

Specify your wishes for end-of-life medical care and treatment preferences.

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Care for Minor Children

Designate guardians and provide for your children's financial future.

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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

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Contact Us Directly

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Call Us Today

(727) 367-1976
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Visit 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?

  • โœ“Free initial consultation
  • โœ“Same-day appointments available
  • โœ“No obligation to proceed
  • โœ“Professional guidance you can trust