Estate Tax Planning
Estate Tax Planning Attorney in Naples, FL
Estate planning is not limited to estate tax. Forza Law PLLC plans with estate, gift, income and capital gains tax in the same review.
- Estate and gift tax planning
- Capital gains and basis planning for heirs
- Team includes an accounting and tax background
Talk With an Estate Tax Planning Attorney
Tell us a little about what you need and we will follow up to schedule a consultation.
Submitting this form does not create an attorney-client relationship. Please do not send confidential information until we have agreed to represent you.
- Naples office on Golden Gate Pkwy
- Serving Collier and Lee County
- Estate and income tax reviewed together
- Se habla español
Tax-aware estate planning
How assets are owned, transferred and distributed can create income, capital gains and gift tax consequences over time. For people with appreciated real estate, investment portfolios or a family business, the income tax impact can be as significant as estate tax.
Our estate tax planning attorneys integrate estate and income tax analysis, using trusts, entity structuring and lifetime transfers to preserve wealth across generations.
A well-structured plan can
Reduce or defer estate and gift tax
Plan within current exemptions and rules.
Manage capital gains and basis
Structure assets with your heirs' tax picture in mind.
Coordinate lifetime gifting
Fit gifts into a broader tax strategy.
Use trusts and entities
Balance control, protection and tax efficiency.
Plan for business succession
Transfer business interests tax-efficiently.
Prepare for law changes
Build in flexibility as tax laws shift.
Why families choose Forza Law
Estate and income tax in the same review
Standard planning often looks at estate tax alone. We look at income, capital gains and gift tax too, so your plan works for the people who inherit.
Built for business and property owners
Your plan accounts for business ownership, real estate holdings and multi-entity structures, not just a basic set of documents.
You always know where you stand
We explain your options in plain terms so your documents are set up for real-world use, not just legal sufficiency.
A plan that keeps up with your life
As you buy, sell, grow a business or go through life changes, we stay available to update your plan.
How it works
Reach out
Call our Naples office or send the short form. We will follow up to set a time to talk.
Consultation
We review your assets, your goals and your potential exposure, including tax.
A clear path forward
We outline next steps, prepare your documents and walk you through signing and what comes after.
Your attorneys
Brianna Ayala
Managing Attorney
Brianna focuses primarily on estate planning and also advises clients in probate. Before joining Forza Law, she ran her own law practice for five years. J.D., Ave Maria School of Law.
Brian Zingaretti
Attorney
Brian focuses on federal and state tax strategy for individuals and businesses. Before practicing law, he spent a decade in public accounting. J.D., cum laude, Ave Maria School of Law.
Serving Naples and Southwest Florida
Our office is at 2640 Golden Gate Pkwy, Suite 111, in Naples. We work with clients throughout Collier County and Lee County.
- Naples
- Marco Island
- Bonita Springs
- Estero
- Fort Myers
- Cape Coral
- Collier County
- Lee County
Frequently asked questions
No. Florida has no state estate tax, but federal estate, gift and income tax rules can still apply.
Often yes. Income tax and capital gains planning for your heirs can matter even when no estate tax is due.
Yes. We are happy to coordinate with your other advisors.
Attorney Brian Zingaretti focuses on federal and state tax strategy and spent a decade in public accounting before practicing law.
Talk with an estate tax planning attorney
Call our Naples office or send a message to schedule a consultation.