Wealth Planning Attorneys in Naples, Florida

Comprehensive Wealth Planning for Every Stage of Life

We understand that every individual and family has a unique financial story. Some clients are entrepreneurs preparing to transition ownership of a business; others are retirees looking to safeguard their estates for loved ones. Our role is to design legal strategies that adapt to your needs while protecting you from future uncertainty.



At Jostock & Jostock, P.A., our wealth planning attorneys take a holistic approach—addressing legal, tax, and financial considerations together. We work closely with your accountants, financial advisors, and investment professionals to ensure that every aspect of your wealth plan functions in harmony.

Our ultimate goal is to help you protect what you’ve earned, provide for those you care about, and preserve your legacy for generations to come.

Estate Planning Techniques

An effective estate plan provides clarity, control, and confidence. It ensures that your assets are distributed according to your wishes and helps your family avoid confusion, conflict, and unnecessary taxation.

Our Naples estate planning attorneys design customized plans using proven legal tools that address both simple and complex estates. We focus on achieving your goals while anticipating potential legal and tax challenges.

Our estate planning services include:

• Drafting wills and trusts tailored to your unique needs
  
  
• Establishing revocable and irrevocable trusts for tax and asset protection benefits
  
  
• Creating powers of attorney for financial and healthcare decisions
  
  
• Preparing advance healthcare directives to express your medical preferences
  
  
• Structuring charitable trusts and planned giving strategies
  
  
• Implementing asset protection plans to safeguard wealth from creditors and litigation
  
  

Each plan is personalized to reflect your financial situation and family dynamics. We take time to explain your options clearly, ensuring you understand every step of the process before finalizing your documents.

A well-drafted estate plan doesn’t just distribute your assets—it protects your loved ones and preserves your peace of mind.

Business Succession Planning

For many clients, a business represents one of their most valuable assets and a key part of their legacy. Yet without a clear succession plan, the future of that business—and your family’s financial stability—can be at risk.

Our Naples business succession planning attorneys help business owners develop transition strategies that preserve value and ensure continuity when ownership changes hands.

Our business succession planning services include:

• Developing custom succession plans for family-owned and closely held businesses
  
  
• Establishing buy-sell agreements to manage ownership changes
  
  
• Structuring tax-efficient transfers of ownership interests
  
  
• Preparing for leadership transitions and training future managers
  
  
• Coordinating business succession with your estate and gift plans
  
  

We understand that no two businesses—or families—are alike. Our attorneys take the time to learn about your company’s structure, leadership, and long-term goals. Then we design a plan that supports a seamless transition while minimizing disputes and preserving family harmony.



By preparing early, you can avoid unnecessary tax burdens, maintain operational stability, and protect your company’s reputation for generations to come.

Estate & Gift Taxation

Taxes play a critical role in wealth planning. Without careful preparation, federal and state estate or gift taxes can significantly reduce the value of what you leave behind. Our firm provides strategic tax planning designed to minimize exposure and ensure compliance with complex regulations.

Our estate and gift taxation attorneys in Naples have extensive experience advising clients on how to structure their estates, trusts, and gifts to reduce tax liability while maximizing the value of their assets.

Our tax planning services include:

• Federal and state estate tax planning to minimize taxable estates
  
  
• Gift tax planning and lifetime giving strategies
  
  
• Charitable trusts and foundation structuring for philanthropic goals
  
  
• Generation-skipping transfer (GST) tax guidance for multi-generational wealth transfers
  
  
• IRS reporting and compliance for large or complex gifts
  
  
• Coordination with financial advisors and CPAs for integrated tax strategies
  
  

We take pride in our technical understanding of both tax law and estate administration. Our team ensures that your wealth plan aligns with current tax laws while positioning you for long-term financial efficiency.

By planning ahead, you can reduce the tax impact on your estate and ensure that your wealth benefits the people and causes you care about most.

Estate Planning Attorney Naples

As experienced estate planning attorneys in Naples, we help clients throughout Southwest Florida protect their assets and achieve lasting peace of mind. Our attorneys understand the nuances of Florida estate and tax law and how those laws affect local families, retirees, and business owners.



We provide guidance not only on document preparation but also on broader issues such as:

• Coordinating estate plans with investment portfolios and insurance
  
  
• Managing real estate and business assets within your estate
  
  
• Planning for blended families and second marriages
  
  
• Reducing probate complications and delays
  
  
• Protecting vulnerable family members through guardianships or special needs trusts
  
  

When you partner with Jostock & Jostock, P.A., you receive more than legal documents—you receive strategic counsel from attorneys who are invested in your long-term success and security.

Our Approach to Wealth Planning

At Jostock & Jostock, we believe that wealth planning is about foresight and flexibility. Laws change, families evolve, and businesses grow. That’s why we view estate and tax planning as an ongoing partnership rather than a one-time transaction.

Our approach includes:

• Listening first – understanding your personal goals and financial priorities.
  
  
• Collaborating – working with your accountants, advisors, and family members.
  
  
• Planning comprehensively – integrating estate, tax, and business strategies.
  
  
• Adjusting regularly – updating your plan as laws or life circumstances change.
  
  

This client-centered approach ensures that your plan stays relevant, effective, and aligned with your evolving needs.

Why Choose Jostock & Jostock, P.A.

• Decades of Legal Experience: Trusted counsel in estate, tax, and business law for clients across Florida.
  
  
• Holistic Planning: Integration of financial, legal, and tax strategies to maximize long-term benefits.
  
  
• Personalized Service: Every client receives individualized attention and customized legal documents.
  
  
• Local Expertise: Deep understanding of the Naples community and Florida-specific estate laws.
  
  
• Proven Results: A record of helping clients preserve wealth and achieve generational financial security.