Estate & Trust

Tax Planning

There is a right way and an infinite number of wrong ways to plan against estate taxes and gift taxes. There is no textbook answer to the question of which tax planning approach is right for you and your circumstances. We work closely with you to understand your estate planning needs and to develop and implement insightful plans for the conveyance of wealth to protect your assets, and heirs, from the uncertainties of taxes and economic conditions.

Boyes, Farina & Matwiczyk in Palm Beach Gardens advises individuals and families in the planning and administration of substantial and complex estates and trusts, and in the areas of estate, gift, and generation-skipping transfer taxation.

We work with clients to construct sophisticated estate and tax plans that strategically and lawfully reduce exposure to tax and creditors. Our estate plans often include the use of life insurance trusts, closely held corporations, limited liability partnerships and corporations, and other similar planning techniques.

Premarital agreements
Business succession planning
Post-mortem planning
Generational planning
Special needs planning
Charitable foundations
Lifetime planning
Elective share and homestead planning

We Will Guide You Every Step Of The Way

You have a problem. We are problem solvers. Every solution begins as a conversation. You talk. We listen. From here, we begin.

Related Services

01

Estate & Trust Administration

Marshal and value the assets, settle claims, guide through the administration process, and transfer title to their intended beneficiaries.

02

Estate & Trust Litigation

Balance the financial aspects of the litigation with the long-term personal issues that can motivate familial litigants.

03

Estate & Trust Planning

Together we decide which instruments best serve your needs and the needs of your beneficiaries and charitable organizations.

Leverage Our Insights

Corporate Transparency Act

Generation Skipping Transfer Tax

What is a Charitable Remainder Trust?