Estate, Trust & Succession Planning Expertise for Northeast Florida Individuals & Businesses

At Brock CPA, we provide comprehensive estate, trust, and business succession planning for Jacksonville families, individuals, and business owners. Our services include family estate plans, trusts, wills, foundations, wealth-transfer strategies, and personalized succession planning for small and mid-sized businesses. While Brock CPA does not draft legal documents, we regularly collaborate with clients’ attorneys to ensure these strategies are executed correctly and tax-efficiently.

Personal estate planning and business succession planning often overlap. In both cases, strategic tax planning is essential to preserving wealth and ensuring the efficient transfer of assets from one generation to the next.

Talk with a Jacksonville Estate & Succession Specialist

Our Estate, Trusts & Business Succession Services:

Personal Estate Planning Services:

Personal estate planning is essential – particularly for high-net-worth individuals and those earning over $1M annually. Many people underestimate how valuable a well-crafted estate plan can be. At Brock CPA, we collaborate with attorneys, investment professionals, insurance specialists, and appraisers to design a plan that protects your wealth and outlines the future transfer of your estate, assets, or business to your beneficiaries.

We focus on reducing or eliminating estate tax liabilities, navigating complex family dynamics, and aligning your long-term goals with a clear, personalized strategy. Having a plan in place can save your family significant time, money, and emotional hardship.

Personal Estate Planning Services Include (in collaboration with your attorney for legal document preparation):
• Family Estate Plans & End-of-Life Planning
• Estate & Inheritance Tax Minimization (Federal, State & Local)
• Asset Protection Strategies
• Living Trusts & Irrevocable Trusts*
• Living Wills & Last Wills*
• Private Family Foundation Succession Planning

Business Succession Planning:

Whether you are early in your career or preparing for retirement, a solid business succession plan is vital. Succession planning outlines how leadership roles – and often ownership – will transition to employees, partners, or family members in the event of retirement, disability, or death of the owner.

For small businesses and family-owned companies, succession planning commonly overlaps with estate planning. Because family dynamics can complicate decisions, developing a clear, tax-efficient, and well-structured succession plan is essential to protect the business for future generations.

Business Succession Planning Services Include (with legal documents prepared by your attorney):

• Comprehensive Business Succession Plans & Exit Strategies
• Asset Protection & Risk Reduction
• Business and Personal Tax Minimization (Federal, State & Local)
• Ownership Transition & Transfer Planning
• Business Valuation*
• Buy-Sell Agreements & Cross-Purchase Agreements*

Collaborative Advisor Approach
* Brock CPA works closely with attorneys, investment advisors, and other professionals to best serve our clients. We do not draft legal documents such as wills, trusts, or buy–sell agreements; instead, we provide tax-focused planning and work directly with your attorney to ensure these documents are accurately structured and aligned with your financial goals.

Learn more about Brock CPA Estate, Trusts & Business Succession Services Below

Frequently Asked Questions – Estate, Trust & Business Succession Planning in Jacksonville, FL

Why is estate planning important for families in Jacksonville, FL?

Estate planning helps protect your assets, reduce taxes, and ensure your wishes are honored. Without a plan, Florida probate laws may determine how your estate is handled, potentially causing delays and additional expenses for your family.

What is the difference between a will and a trust?

A will outlines how your assets should be distributed after death, while a trust allows you to transfer assets during your lifetime or after death—often avoiding probate and offering additional tax benefits.

When should a business owner start succession planning?

Ideally, every business owner—regardless of age—should have at least a basic succession plan. Early planning helps reduce tax burdens, maintain stability, and protect the long-term health of the business.

Does Brock CPA work with attorneys and financial advisors?

Yes. We collaborate with attorneys, investment professionals, insurance brokers, and appraisers to ensure your estate and succession plan is comprehensive and coordinated.

Do you offer estate planning for high-net-worth individuals in Jacksonville?

Absolutely. We specialize in tax-efficient strategies for high-income and high-net-worth individuals, including asset protection, trust formation, and multi-generational wealth planning.

Can you help with Florida-specific estate tax or probate concerns?

Yes. Our Jacksonville-based CPAs understand Florida tax laws, probate considerations, and strategies for avoiding unnecessary taxation or delays.

Does Brock CPA draft wills, trusts, or other legal documents?

No. Brock CPA does not draft legal documents. We provide tax-focused estate and succession planning and work closely with your attorney, who prepares the legal documents such as wills, trusts, buy–sell agreements, and other binding instruments.

Start Protecting Your Family, Assets & Business Today

Whether you need a personal estate plan, trust guidance, or a fully developed business succession strategy, Brock CPA is here to help Jacksonville families and business owners plan for the future with confidence.

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