Naples Estate Planning

Many people delay or avoid creating an estate plan due to the overwhelming options to consider or simply because they are not ready to discuss end-of-life issues. Our law firm is here to provide stress free legal help that takes the fear out of what is one of the most important decisions and planning anyone can do.

Marc F. Oates, P.A. provides estate planning and succession advice. We understand that with each client’s situation is unique and our primary objective is to assist clients in the transition of wealth from one generation to the next in the most tax efficient manner and in accordance with our client’s specific objectives and values. Our office works closely with clients to assure their plan reflects their wishes.

Our goal is to build a long-term relationship with the client and the client’s family.  We have experience in trust and estate administration and we work with the fiduciaries and surviving family to administer the decedents estate and ensure the client’s intentions are carried out in a timely and efficient manner. Our relationship with our clients not only assists in structuring customized plans, but also is important in the plans’ administration.

Here at our law firm we counsel business owners as they operate and build family owned business in order to help them plan for their specific needs. We understand and can structure our client’s assets in the most beneficial manner to take into account all taxes.

• Living Will of Declaration
• Charitable Remainder Trusts
• Last Will Testament
• Life Insurance
• Durable Power of Attorney
• Elder Care Law
• Health Care Declaration
• Guardianship Administration
• Preneed Guardian
• Revocable Living Trust
• Irrevocable Trust
• Business Succession Planning