Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing.

It requires much more than just preparing a will – especially if you have beneficiaries – and it may involve numerous administration requirements. However, if managed properly, careful estate planning can streamline the distribution of your legacy and protect your assets into the future.

Davies Wealth Management is the premier Estate Planning firm in Stuart, Florida. Our team of experienced estate planning financial advisors will work with you to help you protect your assets in the future.

Fee-Only Estate & Legacy Planning in Stuart & The Palm Beaches

Planning for the distribution of your estate is a complex but necessary component of your overall financial wellbeing. At Davies Wealth Management, we move beyond simple wills to help you construct a comprehensive legacy. As a fiduciary firm, our only goal is to ensure your assets are protected and transitioned according to your exact wishes—without the conflict of commission-based insurance products.

The Davies Estate Framework: 6 Pillars of Legacy

Our advisors coordinate with your legal and tax professionals to ensure every detail of your estate is audit-proof and optimized:

  • Will & Trust Architecture: Drafting documents that actually work in Florida.
  • Executor & POA Guidance: Defining responsibilities for your hand-picked successors.
  • Tax Liability Reduction: Strategic asset location to minimize federal estate tax exposure.
  • Philanthropic Impact: Structuring charitable lead or remainder trusts for maximum benefit.
  • Business Succession: Ensuring your company’s value transitions smoothly to the next generation.
  • Asset Protection: Utilizing Florida’s unique homestead and account laws to shield your wealth.

Expert Oversight for High-Net-Worth Florida Families

Estate planning on the Treasure Coast requires specialized knowledge—especially for those with high-value coastal real estate or significant marine assets. Whether you are navigating the residency requirements for a Palm Beach estate or managing a family legacy in Stuart, we provide the localized expertise needed to protect what you have built.

Unsure if your current plan is optimized?

Take our "Will or Trust" Quiz to see where you stand.

Important things to consider

Planning your estate may encompass the following considerations:

  • drafting a will that works
  • deciding the responsibilities of your executor
  • choosing your Power of Attorney
  • planning your successors
  • deciding on an appropriate trust
  • reducing tax liabilities.

Areas Served

  • Palm Beach Gardens, FL
  • Jupiter, FL
  • Hobe Sound, FL
  • Stuart, FL
  • Palm City, FL
  • Palm Beach, FL
  • Parkland, FL
  • Weston, FL
  • Fort Lauderdale, FL
  • Jupiter Island, FL
  • Vero Beach, FL
  • Coral Gables, FL
  • Miami, FL

We can help you make the most of what you have!

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