Estate Planning
At Kelley & Corneal, we take great pride in our ability to understand the unique circumstances that surround each estate. We believe that all adults should have an estate plan in place to protect their beneficiaries.
Our goal in helping clients is to ensure that the greatest amount of the estate passes to your beneficiaries. We minimize probate court involvement and see that you pay the least amount of taxes possible.
Click on the following to learn about the estate planning services we offer:
Estate tax planning. At Kelley & Corneal, we know the importance of wealth preservation for your family. We help to minimize potential taxes and fees. Our lawyers set up contingency planning to make sure your wishes are met and your survivors are protected. Contact St. Augustine law firm Kelley & Corneal to protect your estate.
Closely held businesses and succession planning. Kelley & Corneal guide individuals and families through business entity formation and succession matters, including:
- Forming and organizing family partnerships
- Creating personal holding companies and gift programs
- Creating an appropriate succession plan for management of the business
- Recapitalization
- Preparing “buy-sell” agreements
- Planning for profit sharing and pension planning
Contact Kelley & Corneal with your succession planning matters.
Contact us
For experienced estate planning and trust advice and solutions, contact Kelley & Corneal.
