Fleet, Smith & Freeman’s estate planning lawyer, Whitney L. Smith, helps generations of Floridians protect their families and their properties.
Located near Fort Walton Beach, the attorneys at Fleet, Smith & Freeman have represented clients throughout the Florida Panhandle for more than 60 combined years.
Estate Planning Lawyer Serving Destin, Crestview And The Florida Panhandle
At Fleet, Smith & Freeman, we believe in tailoring estate plans to meet the unique needs of each 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!
Emerald Coast estate planning lawyer Whitney L. Smith, Esq. handles this deeply important work at our firm.
Before drafting an estate plan, Whitney thoroughly evaluates our clients’ financial positions and their planning goals. She can best draft documents that protect clients’ families, preserve family legacies and transfer wealth to the next generation once we understand the types of assets involved and why our clients are developing estate planning documents. Whitney aims to do this in the most tax-efficient manner possible.
At Fleet, Smith & Freeman, 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. Such tax planning reduces our clients’ income taxes and shields our clients’ assets from federal estate and gift taxes. Planning this way can help preserve family legacies for the next generation.
A Powerful Way To Protect Your Family
Absolutely everyone can benefit from a simple estate plan. Wills allow individuals to choose how their property is to be divided upon their death. As a result, this planning ensures family heirlooms are passed to the appropriate family members and streamlines the probate process. Additionally, estate plans enable parents to name trusted family members or friends as guardians to care for minor children. Parents can also create trusts and designate trustees to hold and manage money for their children’s benefit.
At Fleet, Smith & Freeman, we can draft the simplest or the most sophisticated estate plans. We also help clients protect aging or incapacitated family members through guardianships and conservatorships. We especially value helping clients navigate the probate administration process as efficiently as possible. In addition to estate planning, we also represent individuals, personal representatives and trustees involved in fiduciary litigation. Such fiduciary litigation includes will contests and probate and trust administration disputes.
Contact the Fort Walton Beach estate planning attorneys of Fleet, Smith & Freeman, for help with all of your estate planning needs. Call our office at 850-651-4006.