Short & Setzer P.A. offers skillful estate planning advice tailored to each client’s particular circumstances. By reviewing their family values, assets, and objectives, we help clients develop a working estate plan to accomplish their tax and personal goals.
We represent clients in all aspects of their estate planning. From preparing sophisticated estate plans that address our clients’ personal, business and tax-related long-term goals, to advising our clients on how best to minimize estate, gift and generation skipping transfer taxes, each estate plan we devise is unique to the client’s circumstances and objectives.
Our estate planning services include the following:
- Preparation of Wills, Revocable and Irrevocable Trusts
- Lifetime Gift Giving
- Life Insurance Planning
- Family Limited Partnerships
- Multigenerational Wealth Transfer
- Business Succession Planning
- Charitable Giving
- Private Foundations
- Public Charities
- Planning for Incapacity
- Planning for Special Needs
- Pet Trusts