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Secure Your Legacy. Protect What Matters Most.

Estate planning

Take the Next Step – Protect Your Legacy Today

A well-structured estate plan is more than just a set of legal documents—it’s a roadmap for your family’s future. At Drummond Wehle Yonge LLP, we help individuals and families preserve assets, minimize legal complications, and ensure their wishes are honored.


Whether you need a will, trust, power of attorney, or tax-efficient estate strategy, our attorneys provide practical, results-driven estate planning solutions to protect your wealth and give you peace of mind.

Our Estate Planning Services

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wills & trusts

A will outlines your wishes regarding asset distribution, guardianship of minor children, and final arrangements. However, a will alone often requires probate.

A trust can allow assets to transfer to beneficiaries without court involvement, saving time and money. Our attorneys help create:

  • Simple & complex wills
  • Revocable living trusts
  • Irrevocable trusts for asset protection
  • Special needs trusts for dependents




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Powers of attorney & advance directives

Life is unpredictable. Who will make financial or medical decisions for you if you become incapacitated? A power of attorney or healthcare directive ensures your wishes are followed. Essential legal documents include:

  • Financial Power of Attorney – Appoint someone to handle financial matters if you are unable.
  • Healthcare Surrogate – Designate someone to make medical decisions on your behalf.
  • Living Will – Specify your preferences for life-sustaining medical treatment.



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Asset Protection Strategies

A properly structured estate plan shields your assets from lawsuits, creditors, and unnecessary taxation. We work with individuals, families, and business owners to develop:

  • Business succession plans
  • Irrevocable trusts for long-term wealth protection
  • Gifting strategies to reduce taxable estates
  • Family limited partnerships and other tax-efficient structures
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Florida Estate Tax Planning

While Florida does not have a state estate tax, federal estate taxes may still apply. Careful planning can minimize tax burdens for beneficiaries. Our attorneys help with:

  • Structuring tax-efficient inheritances
  • Charitable giving & tax-exempt trust strategies
  • Business succession & wealth transfer planning



We ensure that your estate is structured to reduce tax liability, allowing your loved ones to inherit more of what you’ve built.

  • When should I start estate planning?

    It’s never too early to start estate planning. A well-structured estate plan ensures that:

    • Your wishes are legally documented
    • Your family is financially protected
    • You avoid unnecessary legal complications in the future

    Major life events—such as marriage, buying a home, having children, or starting a business—are key moments to put an estate plan in place.

  • What’s the difference between a will and a trust?

    A will is a legal document that outlines your wishes regarding asset distribution, guardianship of minor children, and final arrangements. However, wills must go through probate before assets are distributed.


    A trust is a legal entity that holds and manages assets on behalf of beneficiaries, allowing them to bypass probate. Trusts can:

    • Help avoid court involvement
    • Reduce estate taxes
    • Protect assets for children, dependents, or charities

    Whether you need a will, trust, or both depends on your financial situation and estate planning goals.

  • Can estate planning help avoid probate?

    Yes. Certain estate planning strategies can help you minimize or avoid probate entirely, including:

    • Creating a Revocable Living Trust – Assets placed in a trust avoid probate.
    • Using Beneficiary Designations – Life insurance, IRAs, and some bank accounts can be passed directly to a named beneficiary.
    • Joint Ownership with Right of Survivorship – Property held jointly automatically transfers to the surviving owner.

    A well-structured estate plan ensures that your assets transfer as smoothly and efficiently as possible.

  • Do I need a lawyer to create an estate plan?

    While some people attempt to create wills or trusts using online forms, estate planning is highly complex and state-specific. An attorney ensures that:

    • Your documents comply with Florida estate laws
    • Your estate plan reflects your unique needs
    • You avoid costly mistakes that could cause legal challenges

    Proper legal guidance ensures that your estate plan is legally enforceable and serves its intended purpose.

Frequently Asked Questions About Estate Planning

Estate planning is one of the most important steps you can take to protect your family, assets, and future. Below are answers to common questions about the process, legal requirements, and how an estate plan can benefit you.

Why Choose Drummond Wehle Yonge LLP for Estate Planning?

  • Experienced, Client-Focused Estate Planning Attorneys – We craft estate plans that work for your unique needs, whether simple or complex.
  • Avoid Probate & Reduce Legal Hassle – We help structure estates to streamline asset distribution and avoid unnecessary court involvement.
  • Tax-Smart Estate Strategies – Our experience in estate and tax law ensures your plan is structured in the most cost-effective way possible.
  • Customized Solutions for Families & Business Owners – Whether you need a basic will or a multi-generational wealth transfer plan, we offer tailored legal guidance.
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