239-977-5158Naples Estate Planning Attorneys
Assisting Clients with Estate and Tax Planning
Planning for the future isn’t always easy, but it’s one of the most important gifts you can give your loved ones. At Safe Harbor Law Firm, our Naples estate planning attorneys help families create thoughtful, legally sound plans that reflect their goals, values, and assets. Whether you’re looking to safeguard your legacy, prepare for future care needs, or ease the burden on your family, we’re here to guide you every step of the way.
We proudly serve individuals and families throughout Naples, Bonita Springs, and greater Collier County. Our approach is warm, collaborative, and designed to help you feel empowered, not overwhelmed.
Your future deserves thoughtful planning. Schedule a consultation with our Naples estate planning attorneys to start building lasting peace of mind for you and your loved ones.
Why Estate Planning Matters in Naples, FL
As longtime residents of Southwest Florida, we understand that planning for your future means more than writing a will. From protecting bank accounts and real estate to establishing trusts and healthcare directives, estate planning is a way to ensure your wishes are honored while minimizing confusion and conflict later on.
Florida law offers clear tools for asset protection and probate avoidance, but without the right legal guidance, it’s easy to overlook important details. A comprehensive estate plan gives you peace of mind while reducing the emotional and financial stress on your loved ones.
We help clients:
- Create wills, trusts, and powers of attorney
- Avoid unnecessary probate litigation
- Address tax planning and charitable giving
- Transfer business ownership through succession planning
- Plan for long-term care and Medicaid eligibility
Whether you’re just getting started or need to revise an outdated plan, our Naples estate planning lawyers offer the compassionate support and deep legal knowledge you need to feel confident about your decisions.
What’s Included in a Florida Estate Plan?
Each plan is as unique as the family behind it. That said, there are several key documents we typically recommend for individuals and couples residing in Naples or establishing a Florida domicile:
- Last Will and Testament: Directs how property should be distributed and names guardians for minor children.
- Revocable Living Trusts: A flexible tool for avoiding probate while maintaining control over your assets during your lifetime.
- Durable Power of Attorney: Authorizes someone you trust to manage your financial affairs if you become incapacitated.
- Designation of Healthcare Surrogate: Appoints a person to make medical decisions on your behalf if needed.
- Living Will: States your preferences about life-sustaining treatment if you’re unable to communicate.
Florida statutes (such as Fla. Stat. § 732.502 and § 709.2105) outline strict requirements for execution, witnessing, and notarization. Our attorneys make sure each legal document meets all procedural rules, so there are no surprises down the road.
Understanding Probate and Trust Administration in Collier County
We often hear from families unsure about how probate works—or whether it can be avoided altogether. In Florida, probate is the court-supervised process of identifying a decedent’s assets, paying valid debts, and distributing property to rightful heirs.
In Collier County, these matters are typically handled through the Probate Division of the Twentieth Judicial Circuit Court. If your estate plan lacks a properly funded trust or other avoidance tools, probate could become a lengthy and expensive process. We help our clients structure their plans to streamline—or sidestep—probate whenever possible.
Already navigating probate or trust administration? Our experienced attorneys provide responsive support to executors, trustees, and beneficiaries. Whether the estate involves complex real property, business interests, or out-of-state assets, we can assist with timely filings, fiduciary duties, and dispute resolution.
Naples Families Trust Our Team With Their Legacy
At Safe Harbor Law Firm, we’re not just estate planning attorneys—we’re partners in securing your future. Led by Pam Buff Baker, Esq., a board-certified elder law attorney and Naples resident since 2005, our team brings both professional skill and personal compassion to every case.
Pam has been named a Top Lawyer in Trusts and Estates by Naples Illustrated for three consecutive years and holds membership in Lawyers with Purpose, a national organization focused on senior care and Medicaid planning.
Our associate attorneys, Tom LaTorre and Brittany Cocchieri, bring extensive experience and heartfelt commitment to each client they serve. With backgrounds in litigation, prosecution, and insurance law, they offer a broad skillset while prioritizing clear communication and personal attention.
We love what we do—and our clients tell us they feel that difference.
Helping You Plan for Future Generations
We believe estate planning is about more than transferring wealth. It’s about protecting your family’s values, minimizing disputes, and creating a structure that supports the people and causes you care about most. Whether you’re setting aside funds for a grandchild’s education, supporting a charitable foundation, or securing your family business, we tailor every detail to your specific needs.
We assist Naples residents with:
- Asset protection strategies that shield property from creditors
- Charitable planning to align giving with your legacy goals
- Business succession plans for smooth leadership transitions
- Tax planning that considers both state and federal implications
- Elder law services, including Medicaid eligibility and long-term care
Our firm maintains strong ties with the Collier County Bar Association and remains up to date on evolving probate law and estate tax regulations. As a result, we’re able to offer reliable guidance with a personal, human-centered approach.
Your Vision. Our Legal Knowledge. One Unified Plan.
Creating a secure future doesn’t have to be stressful. Whether you’re planning for your own retirement, looking after an aging parent, or welcoming a new child into your family, we’re here to help you think through all the “what-ifs”—so you can live with confidence today.
When you partner with Safe Harbor Law Firm, you can expect:
- One-on-one attention from a dedicated estate planning attorney
- Thoughtful, thorough legal counsel tailored to your goals
- Support that evolves as your needs, assets, and family grow
Our Naples office is conveniently located to serve families across Collier County, from Old Naples and Park Shore to Golden Gate Estates and beyond. Reach out to our experienced estate attorneys today.
Schedule a Complimentary Vision Meeting Today
If you’re ready to protect what matters most, we invite you to schedule a Complimentary Vision Meeting with our Naples estate planning attorneys. This no-obligation consultation gives you a chance to ask questions, share concerns, and begin building a plan that reflects your values and vision.
Contact Safe Harbor Law Firm at 239-977-5158. Let’s create peace of mind for you and security for those you love.