BROWARD, MIAMI-DADE, PALM BEACH COUNTIES, FT. LAUDERDALE, BOCA RATON, FLORIDA ESTATE PLANNING ATTORNEY
Estate planning is the process by which an individual or family arranges the transfer of assets in anticipation of death. An estate is the total property owned by an individual prior to distribution through a trust or will. Estate planning allows you to ensure that your property will go to the people and/or charitable organizations you want, in the way you want, and when you want. Real property is real estate and personal property includes everything else, including but not limited to, bank accounts, cars, furniture, and collectibles.
How We Can Help You: Creating Your Estate Plan
To achieve a client’s estate planning objectives, we will ask you to complete an Estate Planning Questionnaire that will provide the attorney with an overview of your assets and personal goals. Once we have received your completed questionnaire, we can better assist you in determining your estate planning needs.
- WILLS / TESTAMENTARY TRUSTS / POUR-OVER WILLS
- IRREVOCABLE TRUSTS
- LIFE INSURANCE TRUSTS
- SPECIAL NEEDS TRUSTS
- REVOCABLE LIVING TRUSTS
- POWER OF ATTORNEYS
- DESIGNATION OF HEALTH CARE SURROGATES
- LIVING WILL
- ELDER LAW
- FORMATION OF LEGAL ENTITIES
- INVESTMENT STRATEGIES
Contact us by telephone at 954-455-8802 or by e-mail through this Web site to schedule an appointment and discuss your legal concerns. We offer a free initial telephone consultation.