Comprehensive Estate Planning Overview

Planning for the future of your loved ones has become especially important to people, given our current economic climate. Establishing a clear plan for the distribution of your assets and planning for your care protects your property and health interests. We can help you through the legal, practical and tax complexities of handling the probate of a loved one’s estate.

Contact our office to discuss your estate planning of probate needs. We are available by e-mail or by calling 386-872-4223

Full-Service Estate Planning

A proper estate plan leaves little room for ambiguity. At the Law Office of Dawn Calache, P.A., you will receive comprehensive counseling and professional drafting to meet all your estate planning needs. We assist clients by tailoring an estate plan to meet their needs, which plan may include:

  • Trusts — Spendthrift trusts, disclaimer trusts, irrevocable life insurance trusts, spousal lifetime access trusts, spousal access trusts, marital trusts, and testamentary trusts.
  • Wills — Designation of beneficiaries for your assets at your death
  • Medical Directives — Clarification of your wishes regarding continued health care should you become incapacitated
  • Powers of attorney — Declaration of an individual to make health care and financial decisions in your stead
  • Probate — Handling the complex issues when a loved one passes.

Our firm is also able to assist clients with more specific estate planning needs such as:

  • Retirement plan beneficiary designation
  • Life insurance beneficiary designation
  • Family business succession planning
  • Estate tax and income tax minimization
  • Pre-Mortem and post-Mortem Income and estate tax planning
  • Advising fiduciaries, executors and trustees
  • Gift on Estate Tax Returns including returns for portability
  • Probate

Solutions Oriented Representation

Our firm doesn’t believe in offering technical answers you may not even understand. We focus on what strategies will work for your particular needs and practical solutions to real areas of concern. We take the time to go over the numbers and documents with you, to ensure that you understand your estate plan and the choices you have.

Contact our office today to discuss your plans for the future.