I am the Trusts & Estates attorney for Bagwell Holt Smith P.A. and I counsel individual clients, including Executors and Trustees, on the process of estate planning and administration. I work with young families who are setting up their first estate plans, couples approaching retirement who are updating their estate plans to match their retirement goals, and everyone in between. I can also work with small business owners to coordinate their business succession plan with their personal estate planning, preparing family members and business partners for eventual retirement and transfer of ownership within a businesses. Please contact our office for consultations regarding Trust and Estate Planning, Probate, small business planning, or special needs planning for family members that require additional benefits planning.