Estate Planning

Vincent Lyon P.A.

In my practice as an attorney in Florida, I guide clients through the complexities of estate planning to ensure their assets are protected and their wishes are honored. This process involves designing a plan that addresses asset distribution, minimizes estate taxes, and ensures the client’s health care and financial decisions are respected. I work closely with clients to understand their unique circumstances and goals, tailoring estate plans that may include wills, trusts, health care directives, and beneficiary designations, all in alignment with Florida’s legal requirements.

Key Expertise:
  • Asset Protection and Distribution
    • Strategies to safeguard assets and ensure they are distributed according to the client’s wishes, considering potential legal challenges or family disputes.
  • Tax Planning
    • Advice on minimizing or avoiding estate and gift taxes through effective estate planning techniques, aligned with current tax laws in Florida.
  • Health Care Directives
    • Crafting advance directives, such as living wills and health care surrogate designations, to ensure clients’ health care preferences are clearly stated and respected.
  • Trust Administration and Management
    • Expertise in creating and managing various types of trusts, such as revocable and irrevocable trusts, to address specific needs, from providing for minor children or disabled family members to ensuring privacy and probate avoidance.

Looking For A Reliable & Dedicated Partner?