Estate Planning

Estate planning is about more than just preparing for the distribution of your assets. It's a thoughtful process designed to ensure that your wishes are honored if you're no longer able to make decisions or after your passing. This involves a careful evaluation of your possessions, liabilities, and the financial future of those you care about. At Imperial Shield, we work closely with you to fully understand your situation, helping you create a clear plan tailored to your specific goals and needs.

Because life circumstances often change, estate planning isn't a "one and done" task—it's an ongoing partnership. Your estate planning attorney should be a trusted advisor who you can turn to as your personal and financial situation evolves. At Imperial Shield, we focus on building enduring relationships with our clients, grounded in trust and transparency. We’re committed to providing guidance that not only meets your current needs but is flexible enough to adjust as your life progresses.

Imperial Shield proudly serves individuals and families across the region, always keeping your best interests at the forefront. We understand that every client has unique needs, and we are dedicated to helping you secure your future and preserve your legacy. Whether you're planning for the first time or revisiting an existing plan, we are here to ensure that your estate planning process is both effective and aligned with your long-term vision.

Our Services

  • Document labeled 'Last Will and Testament' on a table.

    Last Will and Testament

    A Last Will and Testament is a legal document where you outline how your assets should be distributed after your death. It also names a Personal Representative to handle the estate. To be valid, a will must meet Florida’s legal requirements, including the Testator being of sound mind. The will must go through probate to ensure proper distribution of the estate.

  • Close-up of two people shaking hands, wearing professional attire, in an office setting.

    Revocable Trusts

    A revocable trust allows you to manage your assets during your life and distribute them after death. The creator, or "grantor," can amend or revoke the trust at any time while alive. After death, the trust becomes irrevocable. It offers flexibility but limited protection from creditors.

  • Tax documents on a black surface, including forms for tax withholding and estimated taxes, a calculator displaying zero, a black pen, a coffee cup filled with coffee, an envelope, and sticky notes.

    Irrevocable Trusts

    An irrevocable trust cannot be changed once established. When you transfer assets to it, you give up control. It is commonly used for tax reduction, creditor protection, and Medicaid planning, particularly through Special Needs Trusts.

  • Group of healthcare professionals in scrubs and lab coats walking in a hospital hallway.

    Living Will

    A Living Will outlines your preferences for medical care in the event you cannot communicate, especially in end-of-life situations. It ensures your healthcare providers follow your wishes regarding life-sustaining treatment.

  • Doctor in white coat holding a smartphone with a stethoscope around the neck.

    Healthcare Surrogate Designation

    This document names someone to make medical decisions on your behalf if you're unable to do so. It’s important to discuss your treatment preferences with the designated person to ensure your wishes are honored.

  • Wooden gavel against a dark background

    Durable Power of Attorney

    A Durable Power of Attorney lets you appoint someone to manage your financial and legal matters if you become incapacitated. It remains effective even if you are unable to make decisions, avoiding the need for court-appointed guardianship.