Estate Planning

Regardless of your age or how much money you have, you can benefit from having a proper estate plan in place. Effective estate planning requires an understanding of current legal, tax and political developments as well as experience dealing with the many concerns – both financial and practical – that confront individuals as they plan for retirement, the potential for disability/incapacity, and ultimately the disposition of their estate upon death. At Smith Law, P.A., we work closely with our clients and their families to eliminate uncertainties and achieve positive outcomes. We provide estate planning services for clients at every stage of life. Our mantra is KIS, “keep it simple” (we kept off the last “S”). We believe clients should understand their estate plans, and client education is a necessary precursor to that objective. Smith Law, P.A. employs many tools for educating clients, including memoranda, visuals, and schematics. We make sure to listen carefully to our clients. We believe this is crucial to assuring that our clients’ objectives are understood and achieved to the best of our ability.