YOUR BOUTIQUE FLORIDA ESTATE PLANNING PRACTICE
Our Florida Bar Board Certified Wills, Trusts, & Estate Planning Attorneys provide the ULTIMATE guide to avoiding probate, escaping your former state’s taxing authority, and building the best plan for YOU!
FLORIDA COMMUNITY PROPERTY LAW
A new Florida law enables a complete step-up in tax cost basis at the passing of the first spouse, eliminating capital gains.
ESCAPE YOUR FORMER STATE'S TAXING AUTHORITY
Becoming a Florida resident is EASY!
Escaping your former state’s taxing
authority is the hard part.
ESTATE PLANNING TIPS
Subscribe to our online series providing Estate Planning Strategies and Tax Advice to Florida Retirees!
HOW CAN WE ASSIST YOU TODAY?
DEMYSTIFYING COMMON ESTATE PLANNING MYTHS
PROVIDING COMFORT, CLARITY, AND PEACE OF MIND.
Established in 1924, Sheppard Law Firm has a rich history of offering comprehensive legal services across our offices in Fort Myers, Naples, and Sanibel, Florida. Learn how we create comprehensive plans tailored to your unique situation.
MEET OUR ESTATE PLANNING TEAM
WHAT ARE CLIENTS ARE SAYING
"Thanks to the entire team that makes working with you so easy. I’m very impressed how “simplified” the process was because of all the pre-planning and forethought that went into preparing my parents’ trust. It was painless. You make it seem so easy. However, I know it only seems that way because of all of your combined efforts and your absolute professionalism."
Beatrice B.Fort Myers, FL
"Craig and his team handled our changes competently and expeditiously while ensuring that we fully understood their impact on our estate plan. We feel that Craig’s in-depth knowledge of estate matters and the associated tax regulations will produce significant savings for our heirs. In working with Craig and his team we fell comfortable that they have our best interests at heart."
Sandra & Phillip M. Fort Myers, FL
"Craig Hersch and his entire team have consistently provided outstanding advice and care with respect to our estate planning needs. They treat us like family! Others to whom we have recommended Craig and his law firm have enjoyed the same experience."
David & Esta B.Sanibel, FL
"Since 1984, Sheppard Law Firm has been my “go to” law firm. After 34 years, I can attest to the firm’s reputation on honesty, integrity, confidentiality, reliability, trust, respect, and knowledge. What more could you ask for?"
John S.Fort Myers, FL