Royal Palm Financial Center, II, 789 SW. Federal Highway, Suite 308, Stuart, Florida 34994

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772-600-4336 772-600-4336

Will and Estate Planning Attorneys Serving Florida’s Treasure Coast

Everybody needs a will and an estate plan. They are not just for the wealthy. Without a will, upon your death your assets will be distributed under the terms of state law, likely in a manner contrary to your desires.

Moreover, proper estate planning protects your wealth and your family’s welfare while you live. A personalized and well-drafted estate plan can:

  • Protect your assets from creditors
  • Minimize estate tax
  • Reduce current income taxes
  • Protect family control of a private business
  • Fund gifts to charity on optimal terms
  • Provide for individual needs of family members
  • Provide for guardianship of minors
  • Maximize after-tax value of retirement accounts, insurance, and investments
  • Allocate wealth and personal assets as you desire upon your death

A complete estate plan also determines who will make important decisions — regarding such vital issues as your medical care and management of your investments on your behalf — if you are temporarily or permanently incapacitated.  No matter what your level of wealth, these decisions are critical to protecting your and your family’s personal welfare.

We draft a personally tailored estate plan for you, customized to meet your and your family’s particular needs. Our attorneys do not blindly use the formula documents many others utilize to draft standardized wills and document, but carefully consider the unique circumstances of your situation to craft the best possible plan of wealth- and welfare-protection for you.

Gregory Keane is a Florida Bar Board Certified Tax Lawyer and a Board Certified Wills, Trusts and Estates Lawyer. Board Certification is the highest level of evaluation given by the Florida Bar for competency and experience in the areas approved by the Florida Supreme Court. This designation signifies that an attorney meets standards of competency and knowledge in certain areas of the law including professionalism and ethics in practice.

When you especially need help

You likely are in special need of estate planning assistance if you have:

  • Moved to Florida from another state — Wills, other legal documents and estate planning strategies adopted under the law of another state may conflict with Florida law and be invalid here.
  • Significant assets to protect from potential creditors — Liability lawsuits are always a risk to professionals who may be sued for malpractice, to contractors and to other kinds of business operators. A personalized estate plan can move assets beyond creditors’ reach.
  • An out-of-date will — If your will has not been revised periodically it may no longer reflect your personal and family circumstances.
  •  Families from multiple marriages — Complex law governs allocation of assets to members of more than one family, making it important to review your intentions with an estate planning attorney
  • Significant wealth — Newly enacted federal tax law requires tax strategies to be revised to minimize estate tax and other taxes.

Quality, integrity and personalized legal service

For legal help regarding wills, estates, trusts, elder law or guardianship, call The Keane Law Firm, at 772-288-0000 or contact us online.


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