At DSM Law, your family is our family. Our emphasis is communication and we are proud of the relationships we have created with our clients.
We guide individuals and businesses in planning for the future and any unforeseen events that ultimately require the disposition or transfer of assets.
We tailor each proposal to your specific needs and often coordinate document preparation and implementation with our client’s accountants, investment advisors, and insurance professionals.
Our focus is our client and that is why many of our planning services are based on a flat fee, not hourly, so you never should be concerned about calling us with a question; in fact, we encourage it.
If your situation calls for an hourly rate we will communicate often to ensure you are well-informed.
Estate Planning
Estate planning eliminates uncertainties in the distribution or administration efforts of your property following a death. We listen to your wishes and provide recommendations based on our experience. We want you and your family to understand the impact of decisions made with regards to your estate and to feel confident a total plan is in place.
Our Estate Planning services include:
- Last Will and Testament
- Guardianship and Testamentary Trusts for Minor Children
- Health Care Surrogate
- Living Wills
Trust Planning
Trusts are effective for families who want to implement a specific plan for the future and include planning options for couples, singles, special needs children and even pets. A trust is also valuable to high-net-worth individuals or families seeking strategies for minimizing estate and income taxes. From simple estate plans to complex and intricate issues, our team guides you through strategies to ensure you, your estate and your beneficiaries are covered.
Our Trust Planning services include:
- Revocable Trust
- Irrevocable Trust
- Special Needs Trust
- Pet Trust
Probate Planning
Probate occurs after the passing of an individual and is sometimes necessary to distribute assets to beneficiaries. We provide administration services based on the decedent’s estate and circumstances.
In the absence of a prepared Last Will and Testament, we guide families through the options established by Florida statutes. During this sensitive time, we manage any probate proceedings and navigate the court system so our client can focus on family.
Business Planning Services
Do you own a business or are you thinking of starting one? Our extensive business backgrounds provide us with the tools to assist you in developing a comprehensive start-up strategy, registering an organization and providing succession and documentation guidance for a current business.
Our Business Planning services include:
- Business Start-Up
- Incorporation
- Business Succession
- Document Drafting & Review