ESTATE AND TRUST PLANNING

There are multiple ways to dispose of property using wills, trusts, and other strategic planning techniques. After analyzing your overall financial picture and assessing ways to minimize estate tax and other post-death administrative expenses, together we decide which instruments best serve your needs and the needs of your beneficiaries and charitable organizations.

Whether looking to protect your assets, plan for incapacity, appoint guardians for your minor children, or designate planned gifting, our South Florida attorneys work closely with you designing a plan that helps avoid probate, minimize estate taxes, and privately pass assets to your heirs.