Estate Planning

Protection & Preservation

At Law Help Florida estate planning isn’t just about documents—it’s about peace of mind. We offer practical, thoughtful strategies that protect your legacy and ensure your wishes are honored. By working closely with you—and your financial, tax, and business advisors—we craft solutions that reflect your goals while minimizing complexity and tax exposure.

Let’s Start the Conversation

Every family is different. Every legacy is personal. Whether you’re looking to create a new estate plan, update an existing one, or need help administering a loved one’s estate, we’re here to help—thoughtfully, thoroughly, and with your best interests at heart.

Estate and Wealth Planning

Whether your needs are simple or sophisticated, our estate planning approach is both creative and conservative. We balance innovation with stability, ensuring your plan is flexible enough to meet life’s changes—yet solid enough to stand the test of time.

Our estate planning services include:

  • Revocable Living Trusts – Avoid probate and maintain control over your assets during your lifetime and after.
  • Last Will and Testament – A foundational document to direct asset distribution and guardianship for minor children.
  • Financial & Health Care Powers of Attorney – Appoint trusted individuals to act on your behalf if you’re ever incapacitated.
  • Tax Planning – Counseling on estate, gift, and income tax to reduce exposure and maximize transfer of wealth.
  • Irrevocable Life Insurance Trusts (ILITs) – Keep life insurance proceeds outside of your taxable estate.
  • Qualified Personal Residence Trusts (QPRTs) – Transfer your home to heirs while reducing estate taxes.
  • Grantor Retained Annuity Trusts (GRATs) – Transfer future appreciation to beneficiaries with minimized gift tax.
  • Charitable Trusts – Use Charitable Remainder or Charitable Lead Trusts to give back while achieving tax efficiency.
Estate & Trust Litigation

Even with the best planning, disagreements over estate or trust administration can happen. We represent beneficiaries, fiduciaries, and family members in disputes involving:

  • Will and trust contests
  • Breach of fiduciary duty
  • Undue influence claims
  • Disputes among co-trustees or heirs
  • Interpretation of ambiguous terms

Our goal is always to resolve matters efficiently and amicably when possible—but we’re prepared to litigate when necessary to protect your rights.

Closely Held Business Planning

Succession with Clarity and Confidence

Passing a business to the next generation requires more than a handshake—it demands strategic planning. We help business owners:

  • Define succession goals
  • Implement ownership transfer strategies
  • Minimize gift and estate tax consequences
  • Integrate family dynamics into the plan
  • Align business continuity with personal estate planning

Our deep experience in both tax and non-tax issues ensures your business and your legacy are preserved for generations to come.

Estate and Trust Administration

Guidance During a Difficult Time

Administering an estate or trust can be overwhelming. We assist executors, trustees, and corporate fiduciaries with the practical and legal responsibilities of:

  • Probate proceedings
  • Asset inventory and valuation
  • Tax filings
  • Distributions to beneficiaries
  • Trust funding and ongoing management

To reduce cost and streamline the process, we delegate many post-death tasks to our experienced paralegals—offering both efficiency and compassion when families need it most.