Wills, Trusts & Estate Planning

At the Law Office of Stuart E. Goldberg, P.L., in Tallahassee and Ponte Vedra Beach, Florida, we focus on providing clients with individualized wealth management plans. Whether through estate planning or tax planning, or both, our lawyer understands how to minimize tax liability and protect assets. High net worth individuals, entrepreneurs, established business owners, families with young children, and older adults can all enjoy the benefits of estate and tax planning.

Call the Law Office of Stuart E. Goldberg, P.L., at 850-270-0411 for a complimentary consultation on your estate or tax planning needs.

Put Decades Of Experience And Board Certification To Work For You

Attorney Goldberg has more than 30 years of experience in wills, trusts and estates law. In addition to his law degree, he has an advanced law degree in taxation from the University of Florida Fredric G. Levin College of Law. Attorney Goldberg is one of the few lawyers in the area who is board-certified in wills, trusts and estates law by The Florida Bar Board of Legal Specialization and Education. Attorney Goldberg is also distinguished by the AV Preeminent Martindale-Hubbell Peer Review Ratings.*

Protecting Both Your Family And Your Assets

We help you answer questions you may not know exist. For example, who will be your second choice as caregiver and guardian for your minor child if your first choice cannot assume that role? Who will make financial and health care decisions for you in the event you are temporarily — but not permanently — incapacitated? If you are a wealthy individual, you will benefit from counsel on gift and estate taxation, charitable donations, and trusts, trust administration and asset protection planning.

We will help you give full expression to your choices through proper drafting and a reasoned selection of estate planning tools, including:

  • Wills
  • Trusts
  • Powers of attorney
  • Advance directives and health care surrogates
  • Living wills
  • Asset transfers
  • Asset protection planning
  • Retirement plans and Medicaid qualification strategies
  • Tax planning
  • Business succession planning

Set Up A Free Consultation Today

Whether you require sophisticated estate planning or tax planning assistance, or have more straightforward needs, we keep it simple with clear communication about costs, benefits and options. Call us at 850-270-0411 for a free consultation. You may also contact us online.

*CV, BV, and AV are registered certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards, and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the Bar and the judiciary. Martindale-Hubbell ratings fall into two categories – legal ability and general ethical standards.

The Florida Bar | Board Certified | Wills, Trusts & Estates