Estates and Trusts

Protecting Your Assets with Estate and Trust Planning

Planning for the proper passing and protection of assets is critical for any business owner. We will help you analyze your current estate situation and assist in developing a plan to pass your assets to those you care about. We will make certain that the transfer of your business and other assets to your beneficiaries is orderly and at the lowest tax rates possible. The current laws that impact Estates and Trusts are complex and are subject to change. We will work hard to make the planning process as simple as possible for you and your family.

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Phone: (727) 823-6500 • Fax: (727) 895-2910