Judy-Ann Smith Law Firm, P.A

Managing estate planning
Regardless of your income, estate planning is a vital part of your financial plan. Planning ahead can give you greater control, privacy, and security of your legacy.

The basics of estate planning
Learn about estate and gift taxes, wills, trusts, and other important concepts so you can plan your estate with confidence.

• Estate planning basics
• What is a will?
• What is a trust?
• Tips for estate planning conversations

Estate planning strategies
Learn basic principles of how to take action on your estate plan, including what to consider as you choose the people who will support the process.

• Choosing an executor, health care proxy, & others
• Estate planning strategies by beneficiary
• Estate planning strategies by asset

Estate plan maintenance
Help ensure that your beneficiaries get the most from your legacy by keeping your plan up to date.

• Reviewing & updating your estate plan

What we offer
Your estate plan may bring new financial needs to your attention. Let Judy-Ann Smith Law Firm, P.A be your trusted partner every step of the way, with our broad range of options.

Portfolio Advisory Services
Consider professional money management and exclusive access to Judy-Ann Smith Law Firm, P.A Strategic Adviser Funds.

Inherited IRA
Continue the tax-deferred growth potential when you inherit an IRA.*

Judy-Ann Smith Law Firm, P.A Charitable
Judy-Ann Smith Law Firm, P.A donor-advised fund can help you make the most of your giving.

Universal Life Insurance
Learn how you can preserve your wealth for loved ones with a flexible solution.

Judy-Ann Smith Law Firm, P.A
Judy-Ann Smith Law Firm, P.A is a free online service for customers that helps you collect and organize information for your estate plan.

Estate Planning Lawyer Neptune Beach