IT'S ABOUT TIME...
DESIGN TOMORROW, TODAY.
Establishing an estate plan is one of the most important things you can do to ensure the protection for yourself and your loved ones. When you design a proper estate plan, you will not only be putting yourself in charge of your future, but you will also be sparing the people who mean the most to you from unnecessary expenses, delays, and frustration.
REPRESENTATION WITH YOUR GOALS IN MIND
At Holmes Fraser, we offer both individual and joint estate planning packages to assist our clients with an orderly and efficient transfer of assets to their designated beneficiaries. We pride ourselves on drafting plans that accomplish our clients' goals, while striving to avoid potential conflicts or disputes that may arise. In addition, at Holmes Fraser, we also represent trustees and personal representatives who are in charge of administering estate assets, in both probate proceedings and trust administration.
ESTATE PLANNING SERVICES
Wills | Simple, Pour Over, Testamentary Trusts, Codicils
Trusts | Revocable, Spendthrift, Special Needs, Children's, Pet, Joint, Deeds, Amendments
Power of Attorney | Durable, Limited
Health Care Surrogate
ESTATE & TRUST ADMINISTRATION
Probate | Formal, Summary, Disposition without Administration, Fiduciary Representation, Beneficiary Representation
Trust Administration | Trustee Representation, Beneficiary Representation
EXPERIENCE WITH COMPASSION
MEET ALYSSA KEOGH
Alyssa Keogh is an Associate Attorney at Holmes Fraser who practices in the areas of estate planning and probate administration. Ms. Keogh has been practicing law in Naples, Florida since 2000, having earned her Bachelor's degree from Salem State College, with Honors, and her Juris Doctor from Nova Southeastern University, Cum Laude. Ms. Keogh developed a passion for estate planning and probate administration while she was in her second year of law school, after she was appointed as the personal representative of her father's estate. While her father believed that
the Last Will and Testament form that he had purchased from an office supply store would effectively dispose of his assets to his named beneficiaries, such was not the case, as the will failed to put Ms. Keogh's father on notice of certain statutory provisions that can affect an individual's intended estate plan. It was through the administration of her father's contested estate that Ms. Keogh developed her desire and passion to educate and assist clients with their estate planning, helping to ensure that their assets are passed to their intended beneficiaries. In doing so, Ms. Keogh offers her clients compassion, as well as a focus on keeping any future estate administration as free of disputes and conflicts as possible.