Estate Planning Attorney in Naples, Florida
Secure Your Legacy with Trusted Estate Planning Counsel
Estate planning is one of the most important steps you can take to protect your loved ones and preserve your wealth. At Jostock & Jostock, P.A., we help individuals, families, and business owners in Naples, Florida create customized estate plans that reflect their goals, values, and long-term vision.
Our estate planning attorneys bring deep legal knowledge and decades of experience in wills, trusts, tax planning, and wealth transfer strategies. We understand that no two estates are alike. That’s why our approach is personal, practical, and built around your specific needs. Whether you have a modest estate or a complex portfolio of business and real estate assets, our firm delivers comprehensive solutions to help you achieve peace of mind.
Why Estate Planning Matters
Without a proper estate plan, Florida law will determine how your assets are distributed after your death. This can lead to unintended outcomes, unnecessary taxes, and potential conflicts among family members.
A well-crafted estate plan ensures:
- Your assets are distributed according to your wishes.
- Your loved ones avoid lengthy and costly probate proceedings.
- Your estate and gift taxes are minimized.
- Trusted individuals are designated to handle your affairs if you become incapacitated.
- Your charitable and business succession goals are preserved.
At Jostock & Jostock, our attorneys guide you through every step — from initial consultation to implementation — ensuring your estate plan is thorough, compliant, and effective.
Comprehensive Estate Planning Services
Our Naples estate planning lawyers provide a full range of legal services to help you protect your legacy and provide for your loved ones.
1. Wills and Trusts
Creating a will or trust is the foundation of any estate plan. We help clients draft legally sound wills and customized trusts that protect assets, avoid probate, and reflect their unique intentions.
Our attorneys advise on various types of trusts, including:
- Revocable Living Trusts – Manage assets during your lifetime and transfer them efficiently upon death.
- Irrevocable Trusts – Provide tax benefits and asset protection from creditors or lawsuits.
- Special Needs Trusts – Secure financial support for disabled loved ones without affecting government benefits.
- Charitable Trusts – Fulfill philanthropic goals while maximizing tax advantages.
We also assist in reviewing and updating existing documents to ensure they remain consistent with current laws and personal circumstances.
2. Powers of Attorney and Advance Directives
Estate planning extends beyond what happens after your lifetime. It’s also about preparing for the unexpected. Our firm helps clients draft durable powers of attorney, healthcare surrogate designations, and living wills to ensure their medical and financial wishes are honored.
With these documents in place, you can rest assured that trusted individuals will make important decisions on your behalf if you are unable to do so.
3. Estate & Gift Taxation Strategies
Tax considerations are a critical component of estate planning — especially for high-net-worth individuals and business owners. Our attorneys are highly experienced in estate and gift taxation, helping clients reduce tax exposure and preserve more of their wealth for future generations.
We develop customized tax strategies that may include:
- Lifetime gifting programs
- Generation-skipping transfer planning
- Charitable giving structures
- Family limited partnerships (FLPs) or limited liability companies (LLCs)
- Use of irrevocable life insurance trusts (ILITs)
Because Jostock & Jostock integrates both estate planning and tax law expertise, clients benefit from comprehensive, cohesive guidance that maximizes asset protection and tax efficiency
4. Business Succession Planning
If you are a business owner, your company may be your most valuable asset — and a key part of your legacy. Our attorneys help you plan for the future of your business through succession planning strategies that ensure a smooth transition of ownership and management.
We assist with:
- Structuring buy-sell agreements
- Choosing tax-efficient transfer methods
- Coordinating business and personal estate plans
- Addressing liquidity and valuation issues
- Preparing heirs or successors for leadership roles
Our goal is to protect the integrity of your business while maintaining family harmony and financial stability for generations to come.
5. Trust Administration and Estate Settlement
Administering an estate or trust can be complex, time-consuming, and emotionally challenging. Jostock & Jostock provides legal support for trustees, personal representatives, and beneficiaries throughout the process.
We help ensure compliance with Florida probate and trust laws, handle tax filings, manage asset distribution, and resolve disputes efficiently. Our attorneys work to protect fiduciaries from liability while promoting transparency and fairness in every transaction.
The Jostock & Jostock Advantage
Choosing the right estate planning attorney in Naples means selecting a firm that understands both the law and your life’s priorities. Clients choose Jostock & Jostock, P.A. because we offer:
- Comprehensive Legal Knowledge: Our team is skilled in estate planning, taxation, and business law — allowing for integrated strategies.
- Personalized Service: We take the time to understand your goals, family structure, and financial situation before crafting your plan.
- Tax-Efficient Strategies:
Our expertise in estate and gift taxation helps clients preserve more of what they’ve built.
- Local Naples Insight:
We’re familiar with Florida-specific laws and probate requirements that affect estate planning.
- Long-Term Support:
We provide ongoing guidance as your life and financial situation evolve.
Our firm is known for its precision, discretion, and commitment to achieving results that truly reflect our clients’ wishes.
Common Questions About Estate Planning in Naples, FL
How often should I update my estate plan?
We recommend reviewing your estate plan every three to five years, or after major life events such as marriage, divorce, the birth of a child, or significant financial changes.
Can I avoid probate in Florida?
Yes. With proper planning — especially through the use of revocable living trusts — you can often minimize or eliminate the need for probate, saving your heirs time and expense.
What happens if I don’t have an estate plan?
Without an estate plan, Florida’s intestacy laws determine how your property is distributed. This may not reflect your personal wishes and can cause unnecessary legal complications for your family.
Is estate planning only for the wealthy?
No. Anyone who owns property, has children, or wishes to make their healthcare choices known should have an estate plan.
Schedule a Consultation
Your legacy deserves careful planning and experienced legal protection. Whether you’re creating your first estate plan or updating an existing one, Jostock & Jostock, P.A. is here to help.
Our Naples-based estate planning attorneys are dedicated to protecting your assets, reducing taxes, and ensuring your loved ones are provided for — today and in the future.
Call us today or schedule a consultation to begin building your customized estate plan with a trusted Naples attorney.
