Listening to the concerns of the firm’s existing clientele, in 2016 Axial Family Advisors took steps in the direction of offering trust and estate planning services so that we can assist the families we serve in these areas. Our goal is to provide ongoing service for multiple generations after the death of a matriarch or patriarch.

Our estate planning attorneys provide the knowledge and experience found in large law firms, while giving our clients the hands-on service and attention to detail that only a smaller firm can truly offer. Whether our client’s estate planning requires a will and probate administration or a complex trust structure for maximum protections, our lawyers regularly go beyond the customary services, tailoring their work to the specific needs of each client. Furthermore, our firm also offers attorneys who specialize in elder law, probate administration, and special needs planning, assuring that all potential issues will be expertly handled.

Our core services include:

• General Estate planning

• Wills & trusts

• Probate administration

• Avoiding or facilitating the probate process

• Directing the transfer of your wealth after death

• Recuing or eliminating estate tax liability

• Shielding your assets from current or potential creditors

• Ability to act as a fiduciary & trustee

• Protection of family savings and investments from lawsuits and claims.

• Insulation of rental properties to reduce your exposure to potential lawsuits.

• Protection of business assets and accounts receivable from potential claims.

All legal services are provided by attorney’s licensed to practice in the state of Florida. To avoid any real or perceived conflicts of interest Axial Family Advisors requires that clients pay for legal services separately from all other service fees. Legal fees are billed directly by the attorney and not billed by Axial Family Advisors. The relationship between Axial Family Advisors and its attorney relationships is strictly on a referral basis and neither Axial Family Advisors nor the attorneys in our network share revenue or fees.

© Copyright - Axial Family Advisors. Securities and advisory services offered through SagePoint Financial, Inc. Member FINRA/SIPC and a registered investment advisor. Axial Family Advisors is independent of SagePoint Financial, Inc. Hyperlinks on this site point to websites that are not affiliated with SagePoint Financial, Inc., or Axial Family Advisors. These links are provided as a convenience only. SagePoint Financial, Inc. and Axial Family Advisors disclaim any responsibility for the accuracy of the information on those other websites. Check the background of investment professionals on FINRA's BrokerCheck.