Estate Planning

The attorneys at Diefenderfer Hoover & Wood, LLP, provide comprehensive
estate planning for individuals in all walks of life ranging from business owners, corporate executives, high-net-worth individuals, and professionals to blue collar workers and the elderly. Our attorneys evaluate our client’s financial position and advise them about the best and most efficient means to transfer property to his or her spouse, children, grandchildren, charities, and other intended beneficiaries. Our attorneys are also uniquely positioned to address problems and situations where there are assets located in the State of Florida. With our background, knowledge, and experience in business matters, we are able to provide special attention to business succession planning and helping business owners make effective decisions that minimize the costs of administration and tax liabilities to their estate and thereby maximize the benefit to his or her surviving spouse and intended beneficiaries. Estate liquidity projections and planning is undertaken to identify, or make provision for, sources of cash that will be available to fund estate and inheritance tax liabilities and to provide for the continuation of business operations during the period of administration of a deceased owner’s estate or trust. Life insurance arrangements and cross-purchase agreements among shareholders, partners, or co-business owners are common approaches that are evaluated and employed as appropriate. We also have experience in the structuring of assets to provide for family members with special needs or disabilities. We work closely with our clients’ accountants, financial advisors, and other such professionals in developing estate plans. Once an estate plan is agreed upon, we prepare all documentation to implement such estate plan including, wills, trust agreements, financial and health care powers of attorney and living wills, as well as any and all business succession agreements that may be required.


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Do you have questions or do you want to make an appointment in this area?

Call us at (412) 471-1100 or use our contact form.