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Trust and will planning

About it

Alley, Maass, Rogers & Lindsay, P.A. represents clients on virtually every aspect of estate, trust, and will planning in order to help its clients achieve their wealth transfer objectives, taking into consideration estate, gift and income tax laws.

This may include the preparation of wills, revocable trusts, powers of attorney, health care surrogate designations and living wills.

It may also include the preparation of irrevocable life insurance trusts (ILIT), grantor retained annuity trusts (GRAT), qualified personal residence trusts (QPRT) and private charitable foundations.

We also assist clients in becoming Florida residents and obtaining homestead.

For information, please contact Stuart J. Haft, 561-659-1770, stuart.haft@amrl.com