352.372.1011Gainesville, FL

Estate Planning

Estate Planning

Serving Clients in Gainesville and Throughout North Central Florida

How do you want to protect your legacy for your spouse, children and grandchildren who survive you? At White & Crouch, P.A., Estate Planning Law Firm we will design and implement strategies to achieve your estate planning goals efficiently, while minimizing or eliminating gift and estate taxes. We do not believe in a one-size-fits-all approach to estate planning. We work closely with every client, on an individual basis, to lay the groundwork for an effective estate plan.

Asset Protection Strategies That Fit Your Specific Needs

The primary goal of estate planning is to help you take full advantage of current federal and state laws to protect your assets for yourself and future generations. Backed by more than 35 years of experience working with hundreds of clients, we will work with you to implement an effective asset protection strategy that is individualized to your specific goals.

Just Moved to Florida?

New Florida Residents Should Have Their Wills Reviewed

Have you “heard” that your Will, Trust, Durable Power of Attorney , Living Will, or other estate planning documents drafted and signed in another state are not valid in Florida?      This may or may not be true.  More importantly, even if VALID your documents may not be EFFECTIVE because some provisions may not be valid under Florida law.  If you have moved to Florida from another state, do yourself a favor and  consult with a Florida estate planning attorney to ensure that your estate planning documents are up to date and conform with Florida law.   

It Starts With a Will

If you don't yet have a will, or need to update your will after a major life event such as a divorce, birth of a child, remarriage or death of a spouse, we can help you review your current financial circumstances and draft a document that will accomplish your specific desires regarding the final transfer of your assets to your chosen beneficiaries.

The Value of Trusts

There are many, many types of trusts, all designed for different purposes. Many people use revocable trusts, also known as living trusts, as an effective strategy for managing assets during their lives and distributing them afterwards. A revocable trust can act as a will substitute, with the further advantage that it can minimize the involvement of a court in the distribution process. However, revocable trusts are not for everyone and there are reasons not to use them in many instances.

Setting Up a Special Type of Trust to Protect Your IRA

Depending upon the circumstances of your intended beneficiaries, it may be advantageous to name a trust as beneficiary of your IRA. Naming a trust as beneficiary of your IRA will both (1) guarantee that your beneficiaries will be able to withdraw the account over their life expectancies and (2) protect the account from creditors, predators and divorcing spouses. We will review your situation and show you the advantages of such a trust.

Disability Planning to Protect Your Loved One's Future

We provide legal counsel for families facing the realities of caring for a loved one who is incapacitated due to age or disability. With a special needs trust we can show you how to preserve your assets for the benefit of your loved one with a special need, while assuring the continued availability of governmental assistance, now and after your death.

Legal Authority to Make Necessary Decisions

Planning for your own or a loved one's disability or incapacity requires tools to grant legal authority to others to make critical decisions. We will explain your options for a durable power of attorney, an advance health care directive, a HIPAA waiver, and a living will.

Experienced Gainesville Will and Trust Lawyers · Asset Protection · Estate Planning

From our office in Gainesville, the estate planning firm of White & Crouch, P.A. advises and represents clients in communities throughout Alachua County, Marion County, Levy County, Putnam County, Clay County, Bradford County, Union County and Gilchrist County in North Central Florida. Call us at 352-372-1011 or contact the firm by email to arrange an initial consultation with us today.

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5303 SW 91st Drive, Suite 200, Second Floor, Gainesville, FL 32608
| Phone: 352-372-1011

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