Protecting Florida Legacies
The Donaldson Law Firm assists married couples, domestic partners, single clients and extended families in designing personalized estate plans for the management and distribution of their assets.
Scope of Estate Planning Services
When working with clients and their families, Attorney Jordan Donaldson provides counsel on wealth management techniques, as well as the preparation of appropriate documentation for a full spectrum of estate planning services including:
- Advance Health Care Directives
- Business succession planning
- Charitable Remainder Trusts
- Durable Powers of Attorney
- Gifting strategies
- Pour-over Wills
- Revocable Intervivos Trusts (Living Trusts)
- Irrevocable Trusts
- Assignment of Assets
- Wills for individuals, spouses and partners
Focus on Maximizing Wealth and Achieving Client Goals
Jordan personally educates and informs clients on a variety of planning options. This counsel avoids problems of asset management in the event of incapacity, reduces unnecessary estate and income taxation, and often eliminates costly and extended probate proceedings.
His goal is to help clients pass the maximum amount of wealth to intended beneficiaries, while maintaining asset protection, privacy and financial stability.