Securing Your Legacy with Sound Legal Guidance
Your estate plan is a very personal matter that secures your legacy and lessens the burden on your loved ones during disability or after passing. Matthews & Matthews, LLP focuses our areas of practice on explaining the entire process so you can make informed decisions. We work with you to implement your plan while striving to minimize court involvement and adverse tax consequences.
Core Planning Documents
We prepare the foundational legal documents necessary to implement your personal wishes, ensure proper asset transfer, and provide instructions for medical or financial incapacity.
Wills, Trusts, & Estate Documents
We prepare the foundational documents, including wills, revocable and irrevocable trusts, to ensure the professional and orderly distribution of your assets.
Powers of Attorney (POA)
We prepare general and specific powers of attorney to grant trusted individuals the authority to manage your finances or legal affairs if you become incapacitated.
Living Wills & Health Directives
We prepare living wills, health care directives, and other documents to articulate your specific medical and end-of-life wishes without court intervention.
Guardianship Planning
We assist you in determining who should act as the personal representative, trustee, or guardian, minimizing the necessity of a lengthy guardianship proceeding.
Protect Your Family's Future Today
Life events and changing laws require proactive planning. Partner with our team to secure your wishes regarding assets, medical care, and family provision. Don’t wait until it is too late—let our Legal Partners apply their vast experience to your unique situation.
Wealth Preservation & Tax Strategy
We employ sophisticated legal strategies to maximize savings in income, gift, estate, and generation-skipping taxes, preserving your wealth and facilitating efficient business succession.
Asset Protection & Wealth Preservation
We evaluate the structure and ownership of your assets to optimally allocate business interests, reduce administration expenses, and minimize liability exposure.
Income and Transfer Tax Planning
We analyze your potential estate, gift, and generation-skipping taxes, and determine your liquidity needs for family provision and tax payments.
Eminent Domain & Condemnation
We advise on the best ownership entity for your business and aid in developing a plan to continue or sell your business after your passing.
Strategic Gifting & Entities
We implement the latest techniques to reduce taxes and preserve wealth, including family limited partnerships and charitable remainder trusts.
Preserve Your Legacy & Minimize Your Tax Burden
We bring vast experience to complex wealth management issues. Our professional approach ensures that your assets are protected and transferred in the most tax-efficient manner possible.
Estate Administration & Litigation
Our Legal Partners provide professional representation throughout the entire process of administering an estate or trust, including post-mortem tax issues and resolving complex disputes.
Estate Probate and Trust Administration
We handle probate court filings for testate or intestate estate matters, ensuring property is preserved, valued, and distributed efficiently.
Fiduciary Guidance & Accounting
We advise family members, beneficiaries, and fiduciaries regarding their rights and obligations, and assist with preparing and settling fiduciary accounts.
Trust, Estate, and Guardianship Litigation
We provide representation in contested matters, including contests of wills and trusts, disputes over document interpretation, and fiduciary removal.
Charitable Giving
We analyze tax and non-tax issues to optimize your charitable giving plan, preparing the necessary documents for outright gifts or complicated instruments like private foundations.
Ready to Partner with Experienced Estate Planning Attorneys?
Matthews & Matthews, LLP is your resource for professional legal services across the Florida Emerald Coast. We offer a holistic team approach to address the entirety of your legal goals.
