Each family’s and business’s needs are unique. The right estate planning approach for you is determined based on many factors including: your assets, debts, number of dependents, physical health and long-term goals. We will meet with you to discuss your unique situation and develop a personalized approach that maximizes your benefits while minimizing the tax burden.
Call our Jacksonville office at (904) 570-4695 to schedule an appointment. You may also contact us online. We serve clients throughout Nassau, Clay and Duval counties in Northeast Florida.