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Estate planning lawyer
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Financial Legacy Review

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(561)998-2362

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(561)867-8847

Higher taxes. Lower exemptions. Fewer options. Are you ready for 2021?

Boutique Estate Planning Attorneys

Protect Your Financial Legacy

Trusted by Florida residents and snowbirds for over 40 years. We’re your better choice to secure your wealth and assets.

Trusted For Over 40 Years

Comprehensive estate planning services offered in a personal, boutique setting. We have the expertise you need to protect your assets and preserve your wealth. Whatever your stage of life or financial goals, we can craft a plan to suit your unique needs.

Estate Planning

Design an effective estate plan that preserves your financial legacy for your heirs and beneficiaries.

Asset Protection

Shield your assets from creditors, lawsuits, or foreclosures and ensure a transfer of wealth to future generations.

Trust Planning

Expand your asset protection, tax mitigation, and estate planning options with revocable and irrevocable trusts.

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Business Succession

Ensure a seamless transition of ownership, maximize your financial benefits, and minimize tax liability.

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Last Will & Testament

Control how, when, and to whom your assets transfer and reduce undue burdens on your loved ones.

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Elder Mediation

Negotiate mutually beneficial solutions to family disputes involving aging parents or grandparents.

Additional Estate Planning Services

Snowbird Estate Planning

Blended Family Plans

LGBTQ+ Estate Planning

Special Needs Planning

Wealth Management

Business Formation

Gift Tax Planning

Estate Tax Planning

Charitable Giving

Trust Administration

Probate Administration

Powers of Attorney

Healthcare Proxies

Residency Planning

Pet Trusts

Guardianship

Elder Law

Real Estate Contracts

Snowbird Estate Planning

Blended Family Plans

LGBTQ+ Estate Planning

Special Needs Planning

Pet Trusts

Healthcare Proxies

Powers of Attorney

Residency Planning

Elder Law

Wealth Management

Business Formation

Gift Tax Planning

Estate Tax Planning

Charitable Giving

Trust Administration

Probate Administration

Guardianship

Real Estate Contracts

Plan Ahead for Success

The most effective strategy for building and preserving generational family wealth is proactive estate planning. We encourage you to schedule a Financial Legacy Review so we can develop a comprehensive estate and tax plan. We offer our skills, knowledge, and experience in estates, wills, trusts, guardianship, tax planning, and asset protection to ensure that your wealth is shielded from all sides.

Frequently Asked Questions

Would an estate plan benefit me?

Yes!

Estate planning is not about how large an estate is—it’s about maintaining control over one’s assets and providing a blueprint for distributing these assets to the right people, in the right way, at the right time. There may be sizeable tax mitigation benefits also. In short, estate planning is about preserving your financial legacy.

Whether your estate is complex or more modest, your ability to direct the dispensation of your assets depends on having a comprehensive estate and asset management plan in place. Even smaller estates will have valuable assets or family heirlooms to protect. But individuals often fail to appreciate the full size or value of their estates and what could happen to those assets if there is no plan in place.

What basic estate planning documents should I have?

While there are certainly a variety of planning options available to suit each and every family’s needs, a basic estate plan needs five things:

  1. Will,
  2. Revocable Trust,
  3. Living Will,
  4. Power of Attorney, and
  5. Healthcare Surrogate.
Should I create a will?

Yes!

We believe that it is in every person’s best interest to have a properly prepared and executed will. If you die without a will (i.e. intestate), you risk your property and assets being distributed in ways you did not want. Florida’s intestacy laws will govern which members of your family receive what and in what order.

Having a will isn’t about whether you are wealthy or not, or whether you have sizeable assets to distribute; it’s about exercising control over the disposition of your assets and relieving your family of additional burdens after you have passed away.

Of course, the larger the estate the greater the need for planning becomes to avoid the array of complex tax and probate administration issues.

Can I use cheap or free online templates?

Technically, yes. But should you?

Although you may be tempted to use free or discount online tools to create estate planning documents, these fill-in-the-blank templates will not and cannot provide you the protections you need to keep your assets, wealth, and family truly safe. They are designed to apply as broadly as possible, and, as such, do not reflect your unique circumstances.

Downloading a “simple will” from a service like LegalZoom may be very cheap, but it is not estate planning; it’s little more than a one-size-fits-all, auto-populated PDF. Do you have complex assets? Special needs children? Specific wishes for your long-term care? None of these will be addressed in such a document. Especially for wealthy families and individuals with considerable assets, the stakes are too high to “do-it-yourself” when it comes to planning for the future of your estate.

Do I need an asset protection plan?

Probably.

Anyone who has significant assets and wealth should have an asset protection plan in place to ensure those assets and wealth don’t get stripped away by a disaffected creditor. These strategies are especially beneficial to high-pay, high-liability professionals like doctors, dentists, or real estate owners because they mitigate risk and deny creditors access to money, property, or business interests. 

Asset protection is one of the most critical components of estate planning. But, to be effective these plans must be truly bespoke. A comprehensive analysis of your asset portfolio is critical to develop the most effective asset protection strategy for your situation.

Should I work with an estate planning attorney?

Yes.

An estate plan is a nexus of documents and instruments that protects your assets in the present and ensures a safe and secure transition of your wealth to future generations. But properly drafting and executing all these documents requires specialized knowledge in a number of areas: tax law, estate planning statutes, business law, and more.

Estate planning attorneys understand the complex federal and state tax codes, trust administration issues, and estate planning laws. Plus, having a professional guide you through the process ensures your estate plan is complete and will actually accomplish what you want it to accomplish.

Protect What Has Taken a Lifetime to Build

You worked hard to build a financial future for yourself and your family—it only makes sense to protect and defend it. Our trusted estate planning attorneys can help you achieve your short-term and long-term goals. Let us help you prepare with expert trust and asset protection planning.

  • Shield your valuable assets from creditors
  • Ensure the most effective transfer of wealth
  • Mitigate income and estate taxes
  • Maximize your family’s generational wealth

Don’t let your estate be an easy target for creditors, predators, and lawsuits. Let us build a fortress around your wealth!

Take Control of Your Financial Legacy

Your ability to direct, protect, and preserve your financial legacy depends on having a 360-degree estate and asset management plan in place. During your Financial Legacy Review we will begin to outline your Financial Legacy Blueprint by considering six key areas that affect your financial future:

  • Estate Planning
  • Probate Avoidance Strategies
  • Wealth Management
  • Asset Protection
  • Trusts and Asset Distribution
  • Income and Estate Tax Planning

Meet Our Dedicated Team

paul s labiner

Paul S. Labiner, Esq.

Paul Labiner is the founder and managing attorney of the Law Office of Paul S. Labiner, P.A. For over 40 years, he’s been a trusted advisor and estate planning attorney to families across South Florida. His unique focus is on creating a financial blueprint to preserve and protect your family’s wealth from generation to generation.

Brandon Labiner

Brandon Labiner, Esq.

Brandon Labiner is “Of Counsel” at the Law Office of Paul S. Labiner. He assists in drafting wills and powers of attorney and in the administration of revocable and irrevocable trusts. Brandon is also a Certified Elder Mediator, who specializes in helping Florida’s elderly population navigate family conflicts.

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