We Help Clients Gift Inheritance Effectively

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 & Henderson, 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 Involves Highly Personal Choices

Inheritance planning can encompass many different issues, such as:

  • 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.
  • Financial consequences: Maximizing the value of your property and preserving it for the next generation can be a complex matter.

Based on your individual circumstances, certain estate planning strategies may be more advantageous than others. We will take the time to assess your situation and make informed recommendations.

Trust Our Board-Certified Lawyers For Clear Legal Counsel

Our legal team includes an attorney who is certified by the Florida Bar’s Board of Legal Specialization and Education in the area of wills, trusts and estates. Our expertise 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 & Henderson, P.A., in Melbourne, Florida, at 321-984-3300 or contact us online.

To Our Valuable Clients:

The federal government has recently enacted legislation to assist citizens and businesses facing uncertain financial challenges due to COVID-19. We are here to help answer questions and guide you through the details of the various processes to procure financial assistance from our government. The acts are very new and more will probably be coming. But they currently provide for dollar for dollar tax credits for payroll for COVID19 related payroll, cash advances and loans that have tremendously favorable terms and in some cases, total forgiveness of the debt.

Please stay as safe as possible during this terrible crisis and if we can help you with questions about the new federal assistance laws, please contact us.

We Can Tailor A Solution To Meet Your Needs.

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