Estate planning is not just about your assets and possessions; it is about what and whom you value. Through innovative planning strategies, we can help you secure the best financial future for you and above all, those you love.

Wealth preservation has become increasingly challenging. Markets are more volatile and complex; bank failures have shocked savers and investors; persistent inflation is eroding returns; fiscal and financial policies and trends point to greater uncertainty going forward; and amid it all, traditional pensions, savings and retirement vehicles are being overhauled, downsized or phased out entirely.

The Estate Planning and Private Wealth Services attorneys at Tripp Scott are continuously hard at work and collaborating with other experts to identify, structure, implement and refine strategies aimed at allowing you not just to protect and preserve, but to do more with your money.

Representing clients throughout the state of Florida, our firm provides full and comprehensive estate planning services that range from simple and straightforward to sophisticated and complex. Partnering with nationally recognized, licensed, and bonded financial institutions, our attorneys will explain the appropriate options and tools available, and help you evaluate and put in place the options that best reflect your values and achieve your long-term goals.

In particular, we’re focused on two priorities: Will and Trust Contests:

• Private Wealth Services, a comprehensive suite of high-level, intensely personalized offerings for high-net worth individuals and families. We work with our specialists to identify and provide the legal structure, documentation and as appropriate, counsel for state-of-the-art and continuously updated financial plans, tax compliance and minimization, investment management, risk assessment, estate planning, and other strategies to help you achieve your specific life goals for you, your business and charitable interests, and those who depend on you.

• Wealth Preservation, pursuing the necessary protection, preservation, and allocation of your estate. A well-drafted estate plan facilitates the proper transfer of assets to your loved ones upon at life’s end. The Estate Planning department of Tripp Scott is highly experienced in planning for the transfer of family wealth in a tax-efficient and asset-protected manner.

  Our unrelenting focus: your peace of mind.