ESTATE AND PERSONAL TAX PLANNING 

Much of our estate and personal tax planning is related to federal estate and gift tax savings, but we also offer a pragmatic common sense approach to wealth preservation and lifetime and death transfers.  It is extremely important to integrate a family's personal, business, and charitable objectives into the overall estate plan that also minimizes income, estate, gift and generation-skipping transfer taxes.  Consideration is also given to the lifetime transaction costs both payable to the estate planner as well as to government agencies as part of the overall plan.  As a small firm, we provide personal service involving very small estates through  multi-million dollar estates.


8810 Goodbys Executive Dr. - Suite A - Jacksonville, FL. 32217 - Phone: 904.737.5930 - Fax: 904.737.5966

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