Why Cleaning Out the Medicine Cabinet Should Be Part of Your Estate Plan

When was the last time you cleaned out your medicine cabinet? If you are like most people, there is a good chance it has been a while. Because April is National Clean Out Your Medicine Cabinets Month this can be a reminder to toss expired pills and protect your health, your loved ones, and even your estate.

At Elder & Estate Planning Attorneys PA, we know from experience that the small details in daily life often reveal the bigger picture. Old or unused medications can become dangerous, especially for older adults who may be juggling multiple prescriptions. Accidental misuse, drug interactions, and even theft or diversion of unused prescriptions are serious concerns, ones that can lead to hospitalization or long-term harm. What is more, an unmonitored medicine cabinet may signal that it is time for loved ones to step in with support, supervision, or legal planning.

Anne’ Desormier-Cartwright encourages families across Florida to use this month as a chance to do two things at once: clean out what is no longer needed and have honest conversations about the future. When you are sorting through a loved one’s medications, it is a natural moment to discuss who they trust to manage their care if something happens. Powers of attorney, advance directives, and health care surrogates are not just legal concepts, they are real tools that ensure the right person can step in when needed.

Safe disposal is another piece of the puzzle. Many Florida communities offer drop-off events or permanent medication collection boxes at local pharmacies or law enforcement agencies. Flushing medications or throwing them in the trash can pose environmental and safety risks. By using approved methods, you reduce those risks while modeling smart, responsible care.

For caregivers, this task is also a practical way to stay involved and informed. Going through a parent’s or loved one’s medications can reveal issues that might otherwise be missed, for example, duplicate prescriptions, medications that are no longer needed, or signs that a loved one is struggling to keep track of their regimen. It is not about invading privacy; it is about protecting independence through proactive support.

Florida estate planning is not always about sweeping legal gestures. Sometimes, it is the small, quiet actions, like decluttering a medicine cabinet, that open the door to bigger, more meaningful conversations. Anne’ Desormier-Cartwright has helped Florida families navigate those moments with empathy, professionalism, and legal clarity. Whether you are updating health care documents, preparing for long-term care, or simply trying to start the right conversation, our team is here to help.

How Smart Estate Planning Can Help You Avoid Probate Disputes Before They Start

No one wants their legacy to end in a courtroom battle but unfortunately, probate litigation is more common than many families realize. Whether it is a contested will, accusations of undue influence, or confusion over unclear instructions, these disputes can cause lasting emotional and financial strain for everyone involved. The good news? With thoughtful, proactive estate planning, many of these conflicts can be avoided entirely.

At Elder & Estate Planning Attorneys PA, Anne Desormier-Cartwright has worked with Florida families for decades to create estate plans that not only honor their wishes but also reduce the risk of legal challenges. The key is not just having legal documents in place, it is making sure they are comprehensive, current, and clear. In fact, most probate litigation does not happen because someone failed to plan; it happens because the plan was outdated, vague, or did not reflect the reality of the person’s situation at the time of death.

One of the most important steps you can take is to ensure your estate plan includes updated legal documents that reflect your current wishes, relationships, and financial circumstances. This means revisiting your will or trust regularly, especially after major life events such as a marriage, divorce, the birth of a child, or the passing of a beneficiary. Ambiguities in a will can create fertile ground for litigation, especially if beneficiaries feel surprised or left out.

Clear communication is another powerful tool to prevent conflict. While it can be uncomfortable to discuss your estate plan with your family, it often helps prevent confusion and speculation later. Letting your loved ones know your intentions, and why you have made certain choices, can help minimize misunderstandings or hurt feelings that sometimes fuel disputes. If you have unique instructions, sensitive decisions, or specific concerns, Anne’ can help you put those into writing in a way that is legally sound and defensible if challenged.

It is also crucial to select your personal representative and trustees wisely. Choosing someone who is responsible, organized, and impartial can go a long way toward avoiding problems. If you suspect there might be tension between heirs or beneficiaries, it may be wise to use a professional fiduciary or a neutral third party. That way, your estate is not being managed by someone who may be viewed as biased, or who might buckle under the pressure of family dynamics.

Florida’s probate laws are complex, and litigation can drain valuable time, money, and emotional energy from your estate. The best way to prevent it is by working with an experienced Florida estate planning and probate attorney who understands both the legal and personal aspects of the process. Anne Desormier-Cartwright brings not only decades of experience but also a deep commitment to helping clients plan with clarity, compassion, and confidence.

You cannot always prevent conflict, but you can reduce the risk. With the right guidance, your Florida estate plan can reflect your wishes, protect your loved ones, and leave behind peace, rather than problems.

 

Navigating Estate Planning for a Loved One with Multiple Sclerosis or Other Disabilities in Florida

Caring for a loved one with multiple sclerosis or another disability comes with unique challenges and planning for their long-term financial and legal well-being is essential. If you have a family member in Florida who requires additional support, it is important to take proactive steps to ensure their future security. Estate planning can help protect their eligibility for benefits while allowing you to provide for their needs in a structured and legally sound manner.

Planning ahead now can give you peace of mind, knowing that your loved one will be cared for no matter what the future holds. Understanding the right legal tools and strategies can help avoid common pitfalls and ensure long-term security. Let’s explore key considerations when creating an estate plan for a loved one with multiple sclerosis or other disabilities in Florida.

One of the most critical steps is to establish a special needs trust. A properly structured special needs trust allows you to provide financial support without jeopardizing eligibility for essential benefits such as Medicaid and Supplemental Security Income (SSI). These trusts are carefully designed to enhance the quality of life for your loved one while making certain there is continued access to necessary medical care and financial assistance.

Another crucial aspect of the planning is selecting a trusted decision-maker. Naming a reliable individual to serve as a trustee or legal guardian can ensure that financial and medical decisions are made in your loved one’s best interest. Durable power of attorney and health care planning tools allow you to appoint someone to handle financial matters and make medical decisions if your loved one becomes unable to do so. These legal protections help safeguard their rights while guaranteeing continuity of care.

Medicaid and long-term care planning should also be part of the estate planning process. Many individuals with disabilities rely on Medicaid for medical care and support services. Without proper planning, a sudden inheritance or financial gift could impact eligibility for these critical benefits. Working with an experienced Florida estate planning and elder law attorney can help you structure financial assistance in a way that preserves access to government programs while securing additional resources for enhanced care.

Additionally, it is important to consider future housing and care needs. Whether your loved one will remain in their home, require in-home care, or transition to an assisted living facility, estate planning can provide financial support and legal protections to make sure their needs are met. Advance planning can help avoid unnecessary stress and financial hardship, allowing for a smooth transition as care needs evolve.

Estate planning for a loved one with multiple sclerosis or other disabilities requires careful thought and legal guidance. Navigating the complex rules surrounding benefits eligibility, financial planning, and legal protections can be overwhelming without professional assistance.

We know this article may raise more questions than it answers. Our office is here to help you navigate the legal issues related to estate planning, probate, and elder law for yourself and your loved ones. We encourage you to contact us and schedule a meeting with our attorneys.

What is the Key Advantage of a Revocable Trust in Florida Estate Planning?

Have you ever wondered how you could simplify the management of your assets while ensuring a seamless transition for your loved ones upon your passing? Many Florida residents turn to revocable trusts as a key tool in their estate planning strategy. While revocable trusts offer multiple benefits, the most important advantage is their ability to help avoid probate. Understanding how this works can help you determine if a revocable trust is right for you.

To begin, one of the main reasons Florida residents choose a revocable trust is to bypass the probate process. Is that necessary? Yes, because probate can be time-consuming, costly, and stressful for beneficiaries. By placing assets into a revocable trust, those assets can be transferred directly to beneficiaries without court intervention. This allows for a smoother, more private transition of assets, ensuring your loved ones receive their inheritance without unnecessary delays or expenses.

In addition, a revocable trust provides flexibility and control. Since it is revocable, you can modify or revoke the trust at any time during your lifetime as your circumstances change. This ensures that your estate plan remains aligned with your goals and needs.

Finally, a revocable trust can be a valuable tool for incapacity planning. If you become unable to manage your affairs, the successor trustee you designate can step in and manage the trust assets on your behalf, avoiding the need for a court-appointed guardian.

We know this article raises more questions than it answers, especially when determining if a revocable trust is the right fit for your estate planning goals. Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans’ benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.

How Roth IRA Strategies May Strengthen Your Estate Plan and Maximize Asset Protection

Did you know Florida estate planning is about more than planning your legacy or ensuring you have your decision makers in place during times of crisis? It is a crucial step in securing your financial future as well.  While many people focus on wills, trusts, and asset protection strategies, a Roth IRA is often an overlooked yet powerful tool in this process.

When you choose to proactively integrate this type of planning into your Florida estate plan with your experienced estate planning and elder law attorney, a Roth IRA can provide significant benefits, helping you protect assets from the high costs of long-term care and ensuring your beneficiaries receive financial security. We know, from the work we complete for our clients, that understanding how Roth IRA strategies align with your estate planning goals can make all the difference in preserving your legacy.

Let us start with the benefits of a Roth IRA in your estate plan. Unlike traditional IRAs, which require beneficiaries to pay income tax on withdrawals, Roth IRAs offer tax-free distributions if certain conditions are met. This tax-free growth can be a powerful estate planning tool, particularly for individuals looking to protect assets while preparing for potential long-term care costs.

  1. Tax-free inheritance. A Roth IRA can allow your heirs to receive distributions tax-free, ensuring they can use inherited funds without the burden of additional taxation. This can be especially beneficial when planning for a spouse, children, or grandchildren who may need financial support.
  2.  No Required Minimum Distributions (RMDs). Unlike traditional IRAs, Roth IRAs do not require the original account holder to take RMDs. This means your investments can continue to grow tax-free for your lifetime, preserving more wealth for your heirs while keeping assets available should you need long-term care. You will want to discuss this with your Florida estate planning and elder law attorney, however, as this strategy could impact your long-term care planning.
  3. Asset protection from long-term care costs. With the rising costs of nursing homes and assisted living facilities, many individuals worry about depleting their savings to pay for care. By strategically planning with a Roth IRA well in advance, you can shelter assets for your loved ones while using other resources, such as Medicaid planning and trusts, to address long-term care expenses.

When you choose to pair a Roth IRA with a trust agreement, you can help manage and protect assets. A Roth IRA can be designated to a trust agreement, allowing you to control how and when distributions are made to beneficiaries. This can help ensure that your assets are preserved and used according to your wishes while offering additional protection from creditors and long-term care costs.

There is no question that you might also want to consider, under the guidance of your Florida estate planning and elder law attorney, funding a long-term care insurance policy with Roth IRA withdrawals can be a strategic move. This helps protect other assets from being spent on healthcare while ensuring you receive the care you need without financial strain.

Further, a Roth IRA conversion might be an excellent estate planning strategy if you want to provide a tax-free inheritance to your heirs. If you have the cash to pay the taxes on the conversion without dipping into savings meant for your long-term care, this strategy can be beneficial. When you choose to convert to a Roth IRA, you can also help protect assets from being exhausted by nursing home or assisted living costs.

If you have questions about how a Roth IRA fits into your estate plan, Elder and Estate Planning Attorneys, PA, is here to help. Our team serves clients in Jupiter, Palm Beach, Martin, St. Lucie, and Indian River Counties, providing personalized elder law and estate planning services. Contact us today to ensure your legacy is protected, and your loved ones receive the financial security they deserve.

How a Gray Divorce Can Give Your Florida Estate Plan a Fresh Start

Have you recently gone through a divorce later in life? If so, you are not alone. The number of “gray divorces,” or divorces among individuals over 50, continues to rise. While this is a significant life change, it is also a critical time to revisit your Florida estate plan. Divorce not only reshapes your financial landscape but also impacts your long-term goals, family dynamics, and the legal arrangements you have previously established.

In this blog, we will explore why updating your estate plan after a gray divorce is essential for safeguarding your legacy, protecting your loved ones, and ensuring your wishes are accurately reflected moving forward.

Begin the updating of your estate plan with examining your beneficiary designations. This examination is important because your former spouse is likely named as the primary beneficiary in many of your estate planning tools, such as your last will and testament, trust agreements, and retirement accounts. It is important to review and update these designations to align with your new circumstances. This ensures your assets will be distributed according to your current wishes rather than outdated plans.

Next you need to study your powers of attorney. Revising durable powers of attorney and health care planning tools is essential. During your marriage, you may have named your spouse as your agent under a durable power of attorney or health care proxy. After a divorce, these roles should be reassigned to someone you trust to handle your financial and health care decisions.

Begin now to consider your trusts and inheritance plans. Rethinking your trusts and inheritance plans can help you protect your legacy and loved ones. If you have children or other loved ones, you may need to reevaluate how your assets are distributed. Divorce can significantly alter your priorities, and updating your trust agreements allows you to reflect those changes.

In addition, protecting assets in a blended family is critical if you are considering remarriage. Updating your estate plan is vital to avoid unintended conflicts between your new spouse and your children. Tools like prenuptial agreements and separate trusts can help ensure everyone’s interests are protected.

Be aware that adapting to new financial circumstances is often necessary because a divorce can change your financial situation. Whether it is dividing assets, adjusting to single income, or reevaluating tax strategies, your estate plan should be updated to reflect your new reality.

We know this article raises more questions than it answers, especially when it comes to updating tools like durable powers of attorney, trusts, and beneficiary designations. At Elder and Estate Planning Attorneys, PA, we understand the complexities of estate planning after a gray divorce and are here to guide you every step of the way.

Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.

Understanding the Updates to Beneficial Ownership Information Requirements

If you are a business owner or have a trust agreement or other entity as part of your estate plan, you may be impacted by recent changes to Beneficial Ownership Information (BOI) requirements. These changes, introduced under the Corporate Transparency Act (CTA), are just one of many updates in recent years aimed at increasing transparency and preventing illegal activities like money laundering. While these new rules, which went into effect on January 1, 2024, have a noble purpose, they also create new compliance responsibilities for individuals managing businesses or entities within their estate plans. Understanding these requirements, as well as the changing landscape, is essential to protecting your financial future and avoiding penalties.

BOI rules require certain entities to disclose key information about their beneficial owners to the Financial Crimes Enforcement Network (FinCEN). A beneficial owner is defined as someone who owns at least 25% of the entity or exercises substantial control over it. Entities subject to these requirements must report details such as their legal name and address, as well as the full names, birth dates, residential addresses, and government-issued ID numbers of all beneficial owners. 

Many entities commonly used in estate planning, such as family businesses, trusts, or LLCs holding real estate or investments, fall under the scope of these new rules. Although larger corporations, certain nonprofits, and regulated entities are exempt, small and family-owned entities are generally required to comply. These changes can be particularly impactful for estate plans, as they introduce new obligations for trustees or individuals managing entities, raise privacy concerns for those who value confidentiality, and carry the risk of penalties for non-compliance.

If your estate plan includes entities subject to BOI requirements, taking action is critical. Start by reviewing your entities to determine whether they are impacted, then gather and verify ownership information, including government-issued IDs. Filing your BOI report before the deadline is essential to avoid penalties, and consulting with an estate planning attorney can help ensure your estate plan and entities comply with the new rules.

We know this article raises more questions than it answers. With so many regulatory changes in recent years, staying ahead can feel overwhelming. As experienced Florida estate planning attorneys, we are here to help you navigate these updates and protect the integrity of your estate plan. 

 

Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.

Starting the New Year with the Florida Estate Planning Resolutions You Need in 2025

Have you reviewed your Florida estate plan recently? The start of a new year is the perfect time to reflect on the past and prepare for what lies ahead. There is no question that ensuring your Florida estate plan aligns with your current goals and circumstances can bring peace of mind and protect your family and legacy.

As the year begins, many individuals set resolutions to improve health, finances, and relationships. One resolution that often gets overlooked is keeping your Florida estate plan up to date. Your Florida estate plan is a cornerstone of safeguarding your wishes and securing your future. Let’s explore the key Florida estate planning resolutions you need in 2025. 

  1. Review and update your existing estate plan. Life is constantly changing, which is why your Florida estate plan should evolve to reflect your current needs and goals. Major life events such as marriage, divorce, the birth of a child or grandchild, or moving to Florida can all impact your plans. By taking time with your experienced Florida estate planning attorney to review your documents, such as your last will and testament, trust agreement, and durable powers of attorney, you can ensure they still reflect your intentions. Let us share just a few things to consider:
  • Have you added new family members you want included?
  • Do your current beneficiaries still align with your wishes?
  • Is the person you have chosen to manage your affairs still the right fit?

There is no question that regularly reviewing your plan with an experienced Florida elder law attorney ensures your documents stay relevant and legally sound.

  1. Revisit your health care planning. As you know, healthcare planning is vital to ensuring your medical preferences are honored. These documents allow you to designate trusted individuals to make decisions on your behalf and outline your care preferences. If your health has changed or you have had important discussions with loved ones about your care, now is the time to update these tools. Proactive planning can provide peace of mind and clarity for everyone involved, especially when addressing long-term care needs.

 

  1. Evaluate your durable power of attorney. The person you designate as your agent under a Florida durable power of attorney has significant responsibilities. It is essential to confirm that this individual remains the best choice to manage your finances and legal affairs if you become unable to do so. Circumstances change, and this annual review can ensure that your trusted agent aligns with your current situation and expectations.

 

  1. Discuss long-term care planning. Long-term care planning is a critical component of your Florida estate plan, particularly as we age. From exploring care options to understanding how to pay for them, proactive planning, guided by an experienced Florida elder law attorney, can help alleviate potential emotional and financial stress for your family. An experienced Florida elder law attorney can help you create both an estate plan and elder law plan tailored to your unique needs, ensuring your assets are protected and your future is secure.

 

  1. Ensure your guardianship provisions are current. If you have minor children or other dependents, reviewing your guardianship provisions is essential. Life changes, such as evolving family dynamics or circumstances, may require updates to ensure your loved ones are cared for by someone you trust. The new year offers an excellent opportunity to revisit these decisions and make adjustments if needed.

 

  1. Take advantage of tax planning opportunities. The start of the year is an ideal time to consider opportunities that may align with your financial goals and minimize estate taxes. Your Florida elder law attorney can guide you in exploring the options best suited for your unique situation. They can assist you in evaluating trust agreement structures and other planning tools that align with your financial goals.

 

  1. Incorporate your digital assets. In today’s digital age, your online presence and digital assets are an important part of your legacy. Make sure your Florida estate plan includes provisions for managing email accounts, social media profiles, online banking, and other digital assets to ensure they are handled according to your wishes.

We know this article raises more questions than it answers. Start 2025 with confidence by taking these steps and setting the tone for a secure and well-planned future. Whether you are reviewing an existing Florida estate plan or starting from scratch, an experienced Florida elder law attorney can guide you through the process with care and expertise.=

Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.

Could the Potential 2025 Tax Law Changes Affect Your Florida Estate Plan?

Estate tax laws are set to undergo significant changes in 2025, and these changes could have a major impact on how you transfer wealth to your loved ones. For years, individuals and families have benefited from historically high estate tax exemptions, but these are set to roll back in the coming year. If your estate exceeds the adjusted exemption limits, your heirs could face substantial tax burdens, diminishing the legacy you worked so hard to build.

The current estate tax exemption allows individuals to pass up to $12.92 million (or $25.84 million for married couples) to their heirs tax-free. However, beginning in 2025, this amount is expected to drop significantly, reverting to approximately $5 million per individual, adjusted for inflation. For high-net-worth families, this rollback underscores the urgency of planning now to mitigate potential tax liabilities. Without action, many estates may find themselves unprepared for these changes.

Proactive estate planning is the key to navigating these challenges. By working with an experienced Florida estate planning attorney, you can explore strategies such as gifting, trust creation, and other wealth transfer tools to minimize tax exposure. The window for taking advantage of the current exemption is closing quickly, and acting before the changes take effect can make all the difference in protecting your legacy. Now is the time to safeguard your wealth for future generations. Let us share a few things to know with you right here in our blog.

1. Estate tax exemption rollback. The current federal estate tax exemption is historically high, allowing individuals to pass on up to $12.92 million tax-free. In 2025, this exemption is set to roll back to approximately $5 million (adjusted for inflation). This could bring more estates under the tax’s scope.

2. Gifting opportunities before the deadline. The temporary high exemption allows for significant tax-free gifts. Consider transferring wealth now through direct gifts or funding irrevocable trusts to lock in these benefits.

3. Strategic use of trusts agreements. Irrevocable trusts, such as grantor retained annuity trusts (GRATs) and spousal lifetime access trusts (SLATs), can help reduce taxable estate values while providing asset protection.

4. State estate taxes. Many states have their own estate tax thresholds, which are often much lower than the federal limits. Reviewing state-specific implications, especially when you have real property outside of Florida, is essential.

5. Plan for liquidity needs. Estates with illiquid assets like real estate or businesses may face challenges in covering taxes. Incorporating life insurance or other liquidity strategies can prevent forced sales.

We know this article raises more questions than it answers. The upcoming changes underscore the importance of proactive estate planning. Working with an experienced Florida estate planning attorney ensures your plan is optimized for the new tax environment, preserving your wealth for future generations.

Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.

Ensure Your Affairs Are in Order Before the New Year with our Year-End Estate Planning Checklist

As the year draws to a close, it is time to reflect on your personal and financial goals and ensure your estate planning aligns with them. Year-end planning is not just about celebrating accomplishments or setting resolutions for the coming year, it is also an opportunity to ensure that your legacy and loved ones are protected. Whether you have already established a Florida estate plan or are considering creating one, now is the time to review and update it to address any changes in your life or the law.

Life is unpredictable, and changes such as marriages, divorces, births, or even financial shifts can make an impact on your estate plan. A plan that worked for you in the past might no longer reflect your current wishes or priorities. Additionally, as tax laws and regulations evolve, ensuring your plan is optimized for current conditions is crucial. Taking a proactive approach now can save your family from unnecessary stress and costs later.

By addressing key elements such as beneficiary designations, last will and testament provisions, and trust agreement funding, you can enter the new year with peace of mind. A comprehensive review at the end of the year ensures that you have left no stone unturned in protecting your legacy. With a trusted Florida elder and estate planning attorney by your side, you can confidently step into 2025, knowing your estate plan is ready to serve your family’s needs.

1. Update beneficiary designations. Life insurance policies, retirement accounts, and payable-on-death accounts often bypass your last will and testament, so ensure your beneficiaries are correct and reflect your current wishes.

2. Review your last will and testament. Has your family grown or changed this year? Did you experience significant financial changes? Ensure your will addresses these life events.

3. Ensure trust agreements are funded. A trust agreement only works if it is funded. Confirm assets such as real estate and financial accounts are properly titled in the name of the trust.

4. Check advanced directives and healthcare planning. Verify that these documents are up-to-date, especially if there have been changes in your healthcare providers or personal preferences.

5. Evaluate tax planning opportunities. The end of the year is a great time to consider gifting strategies or charitable donations to reduce taxable income and align with your estate plan.

We know this article raises more questions than it answers. When you choose to take the time now to review and update your estate plan you can prevent unnecessary complications in the future. A well-maintained Florida estate plan ensures that your wishes are carried out seamlessly and provides peace of mind for you and your family. Elder and Estate Planning Attorneys, PA, is a law office small enough to provide personal service but large enough to provide service in Jupiter, as well as Palm Beach, Martin, St. Lucie, and Indian River Counties in Florida. Our law firm will guide you through legal challenges involving elder law, estate planning, trusts, veterans benefits, real estate, and more. We encourage you to contact us and schedule a meeting with our attorneys.