Melbourne Inheritance Planning Attorneys

Although creating a last will and testament is important, estate planning encompasses far more. One of the most significant benefits of having a well-drafted estate plan is the ability to pass an inheritance along to the next generation.

At the law firm of Frese, Whitehead, Anderson, Anderson & Heuston, P.A., we help clients create lasting legacies that provide peace of mind and financial security for those family members left behind. Whether or not you think of yourself as wealthy, we can help you pass your property and assets along to your heirs in the most efficient and seamless manner possible.

Inheritance planning can encompass many different issues, including:

  • Tax concerns — Changes to the tax code have benefited many individuals with assets worth less than $5 million. We can explain the federal and state tax implications for your particular estate plan.
  • Special-needs planning — Passing wealth down to a child with disabilities takes special consideration. We can help you set up a special-needs trust, choose a trustee and make other decisions.
  • Marital trusts — Individuals in second, third or fourth marriages often require marital trusts to adequately provide for both the current spouse and the children from previous relationships.

Trust Our Board-Certified Lawyers For Clear Legal Counsel

Our legal team includes attorneys who are certified by the Florida Bar's Board of Legal Specialization in the areas of taxation and wills, trusts and estates. Our expertise in these areas gives us valuable insight into various inheritance planning strategies and their respective merits. You can count on our lawyers to analyze your unique situation and clearly and competently advise you about your options.

Schedule A Consultation

To learn more about our inheritance planning services, call Frese, Whitehead, Anderson, Anderson & Heuston, P.A. in Melbourne, Florida, at 321.473.3295 or contact us online.