Estate Planning

Estate planning involves much more than a last will and testament and other legal documents. It is a serious matter of preserving your family’s legacy and values.

Lifetime planning involves putting measures in place in the event you are unable to make decisions for yourself.

Living wills leave specific instructions to avoid family altercations when dire medical conditions lead to difficult, emotional decisions.

Financial and healthcare durable powers of attorney give a trusted loved one authority to act on your behalf should you become incapacitated due to mental illness or sudden accident. When a power of attorney is in place, they have immediate authority to instruct doctors or financial institutions without needing to go to court.

The lawyers at Carter Reymann Law understand that every person and every situation is unique. Careful consideration of each client’s specific family situation is critical to effective estate planning.  In addition, Greg Reymann helps clients develop plans that suit their specialized needs and advise them on available options.

Our firm works with clients to design and implement estate plans to avoid probate; ensure a smooth transition at one’s passing; protect and preserve family assets, including the homestead; and minimize taxes.  It’s never too soon to secure your future, and as time passes, you can update your estate plan to meet your changing needs. Our attorneys are capable of protecting your family from the state of Florida deciding who and how your property is distributed through inheritance; or who will be chosen as guardians of your children.  

Whether simple or complex, we carefully manage your estate planning to bring peace of mind to you and your family. 

 

Estate Planning services include:

  • Personalized estate planning documents
  • Charitable Planning
  • Complex estate planning for high net worth clients
  • Business Succession Planning
  • IRA review and planning
  • Trust and Probate Disputes