Fleet & Smith: helping generations of Floridians protect their families and their properties.
Located near Fort Walton Beach, the attorneys at Fleet & Smith, have been representing clients throughout the Florida Panhandle for more than 60 combined years.
Wills And Trusts Attorneys Serving Destin, Crestview And The Florida Panhandle
At Fleet & Smith, we believe estate plans should be specifically tailored to meet the unique needs of each individual client. That is why we don’t take a cookie-cutter approach to estate planning. Instead, each estate plan we draft is just as unique as you are.
Before drafting an estate plan, our attorneys do a thorough evaluation of our clients, their financial positions and their planning goals. Once we understand the types of assets involved, and the reasons our clients are developing estate planning documents, we are better able to draft documents that protect clients’ families, preserve family legacies and transfer wealth to the next generation in the most tax-efficient manner possible.
At Fleet & Smith, we draft everything from simple wills to sophisticated estate plans. We have a tax attorney on staff. Under his guidance, our firm builds tax-savings mechanisms into our estate plans to reduce our clients’ income taxes, shield our clients’ assets from federal estate and gift taxes, and preserve family legacies for the next generation.
A Simple Way To Protect Your Family
Everyone can benefit from a simple estate plan. Wills allow individuals to clearly dictate how their property is to be divided upon their death, ensure family heirlooms are passed to the appropriate family member and streamline the probate process. Estate plans also enable parents to name trusted family members or friends as guardians to care for minor children, and create trusts and designate trustees to hold and manage money for the benefit of their children.
At Fleet & Smith, we help draft everything from simple to sophisticated estate plans, help clients protect aging or incapacitated family members through guardianships and conservatorships and help clients navigate the probate administration process in the most efficient manner possible. Our lawyers also represent individuals, personal representatives and trustees involved in fiduciary litigation regarding will contests, and probate and trust administration disputes.
Contact the Fort Walton Beach estate planning attorneys of Fleet & Smith, for help with all of your estate planning needs. Call our office at 850-659-6090 or toll free at 800-541-9809.