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Lauren Clark

Estate Planning Legal Consultant

Working with families to preserve their future and to give our clients piece of mind 

Why Estate Planning

Estate planning isn't just for older adults. It's a comprehensive process that ensures your legacy will be protected and make things easier for the love ones you leave behind.  

When you pass away, your family may have to make difficult decisions on your behalf. Not only will they have to figure out what to do with your assets, but they may also need to decide who will care for any young children you may have. By estate planning when you're still in good health, you can ensure that these key decisions are made according to your wishes. The process can also help your family avoid unnecessary conflict about what you would have wanted.

About Me

Lauren area of expertise specifically focuses estate planning and trust administration. She understands that what happens to wealth is more than a legal and tax issue—it’s an emotional one that can challenge any family. Through her years of experience, she recognizes the impact these matters can have on people’s lives and always take the full picture into account.

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Lauren earned her law degree at The George Washington Law School and serves families of Florida.

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She is focused on assisting her clients with the critical task of designing an individualized estate plan that meets the needs of each client.

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At home, Lauren is a incredibly proud mother of two and a dedicated partner. 

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Offered Services

1

Estate Planning

Proper estate planning ensures that your assets will be distributed in accordance with your wishes and can minimize or eliminate estate tax upon your death.

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  • Simple and complex wills

  • Living trusts, charitable trusts and life insurance trusts

  • Private foundation and supporting organizations

  • ESOPs and other retirement plans

  • High Net Worth Individual Representation

2

Estate Administration

I provide a full range of estate and trust administration services.

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  • Determine if a probate is necessary

  • Collect and verify assets

  • Identify, notify and deal with decedent’s creditors

  • Oversee the transfer, sale and distribution of the decedent’s assets

  • Close the estate

3

Tax Structuring

I provide advice to develop favorable tax structures for high-network families. Together, we will devise resourceful wealth transfer strategies to minimize tax implications.

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Please be advised I am still working on restoring connectivity after a prolonged hacking incident and I thank my clients for their continued patience. I would never reach out to my clients via LinkedIn or Facebook and request sensitive financial information. Please communicate only through my new secure website and phone number. 

(728)-205-7323

Contact Me
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