Estate & Asset Preservation Planning

Life is Complicated. Estates do not have to be.
As part of the planning practice, our firm counsels clients about the impact of federal taxes on the transfer of property during life or upon death and assists clients in transferring their accumulated wealth to their intended beneficiaries at the lowest tax cost, which includes income, estate, gift and generation-skipping transfer tax planning. Our lawyers prepare wills, revocable and irrevocable trust agreements, including special needs trusts, powers of attorney, medical powers of attorney, “living wills,” and non-judicial modification agreements and deed transfers. Our firm provides guidance to clients on the use of charitable gifts, lifetime gifts, and life insurance to accomplish their estate planning goals.

As part of the asset preservation planning process, our firm determines the solvency, evaluates the liability insurance coverage; and implements asset preservation planning techniques for the benefit of the client. Our attorneys also coordinate with other professionals involved in the estate and asset preservation planning process, including accountants, life insurance professionals, financial planners, and corporate trust departments. Contact one of our experienced Boca Raton & West Palm beach estate planning & probate attorney today.

Benefits of a Living Trust

    Avoids ProbatePrevents court control upon incapacityPrevents court control of minor’s inheritanceProvides privacyQuick distribution of assetsDifficult to contestEasy to set up and maintainRevocablePeace of mind

Probate & Trust Administration

Probate and estate and trust administration focuses on marshaling, securing, coordinating and finalizing one’s financial affairs after their death.  Our firm counsels personal representatives (executors) of the estates and assists them in the administration of estates and counsels trustees of the trusts of deceased persons. Our attorneys assist in the preparation of federal estate and generation-skipping transfer tax returns, along with accountants. In addition, our lawyers provide post-mortem planning that can have a significant impact on an estate or trust. The firm has extensive experience in probate matters, and appears on a regular basis in the county probate courts in Florida in estate administration matters.

Contact Our Boca Raton & West Palm Beach Estate Planning & Probate Attorneys Today

We strive to provide you with a customized plan to fit your individual needs.  Please contact our Boca Raton & West Palm Beach estate planning & probate attorneys to discuss your estate planning goals. We offer a free 45 minute consultation for new clients.