Estate Planning and Elder Law

Securing Your Family’s Future Under Florida Law

The experienced attorneys of McCarthy, Summers, Bobko, Wood, Norman, Bass & Taylor, P.A. provide the legal counsel you require to develop creative, comprehensive solutions to your estate planning and elder law needs. Our lawyers advise and work with you to provide for appropriate care for yourself and your loved ones as you age and to plan for wealth preservation, business succession, and transfer of family assets. Steven J. Wood, a Board Certified Wills, Trust & Estates Lawyer by The Florida Bar Board of Legal Specialization and Education, specializes in estate planning.

Sound Estate Planning Advisors

The firm provides counsel and assistance via creative wealth preservation and estate planning strategies utilizing:

  • Asset protection planning
  • Business succession planning
  • Charitable trusts and foundations 
  • Dynasty trusts
  • Estate and gift tax reduction techniques and structures
  • Family limited partnerships  
  • Florida homestead planning
  • Grantor retained annuity trusts
  • Retirement benefit planning and distribution
  • Joint ownership planning  
  • Life insurance trusts  
  • Revocable living trusts
  • Planned charitable giving
  • Prenuptial and postnuptial agreements
  • Private foundations
  • Probate and trust administration
  • Tenants by the entirety
  • Wills

Elder Law Attorneys on the Treasure Coast and the Palm Beaches

Elder law applies to the often complicated and sometimes difficult financial, medical, and residential issues and decisions that are facts of life for older Floridians and their families. Our knowledgeable estate and elder law attorneys provide advice and legal assistance on important matters, including:

  • Elder abuse
  • Conservatorships
  • Guardianship
  • Health care powers of attorney
  • Living wills
  • Durable powers of attorney
  • Medical insurance
  • Pensions
  • Retirement planning
  • Social Security benefits
  • Tax issues

Housing and Health Care Options for the Elderly

There are many choices to be made regarding where elderly relatives will live, who will care for them, and what kind of health care they will receive. McCarthy, Summers, Bobko, Wood, Norman, Bass & Taylor, P.A. can help advise you on the pros and cons of housing and healthcare decisions, including:

  • Assisted living
  • Extended care facilities
  • Home health aides
  • Hospice care
  • Independent living
  • Medicaid qualification
  • Retirement communities
  • Medicare issues
  • Nursing homes
  • Reverse mortgages
  • Supplemental health insurance

Contact the firm online or call (772) 286-1700 to discuss your important business and personal legal needs.