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At Marquez Kelly Law, we offer comprehensive estate planning services on behalf of clients throughout Southwest Florida.
As with powers of attorney for health care and property, we are able to execute wills and trusts for clients with US citizenship and those of Foreign descent. Our clients include heterosexual, lesbian, gay, bisexual and transgender individuals / couples throughout Southwest Florida. We will customize your will or trust to suit your individual needs.
Careful estate planning can play a vital role in the protection of your assets and your family. Marquez Kelly Law provides a high level of client service that has resulted in the cultivation of many long-standing client relationships.
Two of the core estate planning documents that play a crucial role in most estate plans are wills and trusts. A validly executed will is essential. Without a will, your property will be passed to your heirs by the laws of intestate succession. To pass your property to your beneficiaries in the manner you desire, a carefully drafted and executed will is necessary.
Protecting Your Assets With Trusts
While wills clarify who will receive your assets, trusts play an essential role in asset preservation. Through the use of trusts, you may minimize or potentially eliminate your exposure to federal and state estate taxes. Trusts also allow you to help your beneficiaries limit probate costs, which can be significant. Call Marquez Kelly Law at 239-214-0403.