Estate Planning
Concentrates on assisting clients prepare for their future death, which is a certainty and incapacity which hopefully will not occur. In this type of planning, issues that are addressed include; tax consequences, choosing a fiduciary to handle the affairs of the client in the event of the client's death or incapacity, naming beneficiaries, deciding between a trust or last will as the means of distributing the client's property after death and ways of avoiding the probate process.

Estate planning documents may include a revocable living trust, last will and testament, durable power of attorney, designation of health care surrogate and living will. For those clients with substantial estates, (ie.those exceeding Two Million Dollars) sophisticated estate planning techniques are available. Regardless of the size of your estate, the members of this firm treat all of our clients in a caring and professional manner well understanding that the discussion of matters such as your own incapacity or death are very sensitive and for some difficult.

Law Office Of Charlene Francis
1122 Third Street, #8 - Neptune Beach, Florida 32266
P.O. Box 51246, Jacksonville Beach, Fl 32240-1246
Telephone (904) 242-7979 • Facsimile (904) 242-7977

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These materials have been prepared by the Law Office of Charlene Francis, P.A. for information purposes only and are not legal advice. This information is not intended to create, and receipt of it does not constitute, a lawyer-client relationship. Users of this web site should not act upon this information without seeking professional counsel. Please do not send us information on any particular legal matter on which you are seeking guidance until you are asked to do so by one of our lawyers. The firm does not assume any legal obligation to respond to unsolicited email.

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