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Naples Estate Planning Attorney

Plan for the Future With Confidence

A thorough estate plan is the safety net that everyone can benefit from. Contrary to popular belief, anyone can utilize asset protection and an estate plan, not just the ultra-wealthy. A comprehensive estate planning attorney can offer you the guidance you need.

Here at Law Office of Sam J. Saad III, we provide our clients with the compassionate guidance they can count on to establish their estate plan. With more than 25 years of combined experience in representing the Florida community through its important legal matters, we know what it takes to secure our clients’ best possible outcome.

I have been completely satisfied with every interaction and transaction.

How You Can Benefit From An Estate Plan And Asset Protection

There are many things that a thorough estate plan offers a testator (the person who makes the estate plan for themselves). A comprehensive estate plan should include:

Wills and trusts – These documents dictate how your assets will disperse to your friends and family. If you make sure to create a recent and secure will, it can help prevent anyone from disputing it and avoid lengthy battles over your assets.
A health care directive – Sometimes, a person becomes unable to express their medical wishes through injury or illness. A health care directive document explicitly states your medical preferences, like how long you want to remain on life support or what medications you do not want. If you become unable to advocate for yourself, your health care directive can answer these types of essential questions on your behalf.
A power of attorney – You can select a person you trust, like a loved one or an attorney, to act on your behalf if you should ever become unable to do so on your own.
Asset protection – There is no better state than Florida for asset protection. When it comes to your personal possessions, we can assist you with protecting them from creditors. Our attorneys use a variety of legal tools to ensure that your property is not jeopardized by significant, unforeseen expenses.
Lady bird deeds – Only a handful of states allow this estate planning tool, and Florida is one of them. Lady bird deeds allow you to retain important property rights and benefits during your lifetime, and then seamlessly transfer the property to your designated beneficiaries while avoiding probate.

If you are unsure where to start or what you need to do, we can help you identify your unique needs and create an estate plan that best represents them.

Begin Your Planning Today

No one can be certain of what tomorrow will bring, so why not be sure that you are ready for anything in your estate plan?

If you are ready to schedule your initial consultation with us today, contact us at 239-963-8999 or send us an email. We look forward to earning the opportunity to help you.

Practice Areas

“Sam Saad and his team assisted me in obtaining state and federal trademarks for my business. Aside from providing them with required details, they handled the process from start to finish. It was an extremely easy and pleasant experience and I would highly recommend them.”

– Lou Hernandez, Client

“Sam is an absolute pleasure to work with! He and his staff are timely, organized, personable and obviously good at what they do. Would highly recommend to anyone, especially local clients who would have the opportunity to work with him personally.”

– Rebecca Millen, Client

“Simply the BEST attorney in SWFL. Between his experience and passion, Sam is one of the only attorney’s I use for my businesses.”

– George Oberdorster, Realtor and Entrepreneur

“Amazing group of lawyers and the staff is very kind, helpful and, informative. If you need help don’t hesitate to call them.”

– Ingrid Bartuccio, Client

“Our agency has worked with the Law Offices of Sam J. Saad III for many years. This practice offers the highest level of courteous, responsive and professional services. Sam and his staff are very knowledgeable and reliable. We highly recommend them for your business needs.”

– Pat Case, Case Benefit Consultants, LLC

“I enjoy working with Sam and his team because they are passionate about serving their customers and the community. If you need legal advice for your business, I would highly recommend calling Sam Saad.”

– Cyndee Woolley, President, C2 Communications