Waterford Executive Centre, 27911 Crown Lake Boulevard Suite 201 , Bonita Springs, Florida 34135

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Estate Planning

Over the years, we at Lyons & Lyons have learned that effective and successful estate planning requires an investment of time to learn about our clients’ family situations, business holdings, insurance coverages and, most importantly, their long-term goals. We are committed to meeting those goals and apply what we have learned to a sophisticated planning process, resulting in a clear and well defined customized course of action.

We also understand that a comprehensive lifetime wealth transfer plan requires continued attention to ensure the plan remains responsive as laws and family circumstances change. We commit to a lifelong collaboration with our clients, as well as any family members and other professional advisors specified. We work with clients in identifying wealth transfer planning techniques such as charitable planning, establishment of a private foundation, lifetime gift programs (including multigenerational planning) as well as life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.

In short, the experienced attorneys at Lyons & Lyons:

  • Assist you in attaining and maintaining your financial and wealth planning goals.
  • Work tirelessly to devise and implement comprehensive plans that match and adjust to your unique needs.
  • Act in accord with the family or team of professionals you specify to design and implement a customized plan to meet your needs now and in the future.
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