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Estate planning often covers a lot of ground. From simple to complex problems, Sarrett Price is dedicated to assisting clients in planning and managing their estates. We strive to help clients work through the tax and non-tax issues associated with transferring wealth. We work as counselors to assist clients when making decisions about how the next generation will handle wealth inheritance. Together with our client’s financial and tax advisors, we work to craft a plan that meets each client's individual needs.

Some of the tools we use in this process include:

  • Wills

  • Revocable Trusts

  • Irrevocable Trusts

  • Life Insurance Trusts (ILIT)

  • Health Care Surrogates

  • Powers of Attorney

  • Qualified Personal Residence Trust (QPRT)

  • Family Limited Partnerships (FLP)

  • Grantor Retained Annuity Trusts (GRAT)

  • Florida Domicile Planning

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