Estate planning lawyer
i

Financial Legacy Review

Click here to schedule now!

Call Now

(561)998-2362

w

Text Us

(561)867-8847

Florida Boutique Estate Planning Attorney

Protect Your Legacy.

Preserve Your Wealth.

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

Protecting Your Financial Legacy

We provide comprehensive estate planning services to South Florida residents and snowbirds in a personal, boutique setting. Whatever your stage of life or financial goals, we can craft a Financial Legacy Blueprint™ 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.

Business Succession

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

Last Will & Testament

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

Elder Mediation

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

Additional Estate Planning Services

Snowbird Estate Planning

Residency Planning

Blended Family Plans

LGBTQ+ Estate Planning

Wealth Management

Business Formation

Gift Tax Planning

Estate Tax Planning

Charitable Giving

Trust Administration

Probate Administration

Special Needs Planning

Powers of Attorney

Healthcare Proxies

Pet Trusts

Guardianship

Elder Law

Real Estate Contracts

Direct, protect, and preserve your financial legacy with a personalized Financial Legacy Blueprint

Let’s start crafting a 360-degree estate plan designed just for you. Schedule your complimentary Financial Legacy Review today.

Meet Our Dedicated Team

paul s labiner

Paul S. Labiner, Esq.

Founder and Managing Partner

Frequently Asked Questions

Would I benefit from an estate plan?

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.

Learn More

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.

Learn More

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.

Learn More

Can't I just 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.

Learn More

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.

Learn More

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.

Learn More

Free

Estate Planning Resources

digital asset catalog

End of Year Tax & Estate Planning Guide

Navigate the array the impending tax and estate planning changes before it’s too late.

digital asset catalog

Digital Asset Catalog

Ensure the safe and secure transfer of your digital assets, cryptocurrencies, and accounts to your heirs.

digital asset catalog

Dentist's Asset Protection Checklist

Asset protection strategies built for the unique challenges of dentists.

digital asset catalog

Physician's Asset Protection Checklist

Create an asset protection plan designed to address the unique challenges of physicians.

digital asset catalog

Veterinarian's Asset Protection Checklist

Fortify your personal wealth and practice assets against creditors and lawsuits.

Veterinarian's Asset Protection Checklist

Fortify your personal wealth and practice assets.

Digital Asset Catalog

Secure the transfer of your digital and online assets.

Dentist's Asset Protection Checklist

Asset protection strategies for dentists and orthodontists.

Physician's Asset Protection Checklist

Shield your hard-earned wealth and assets.

End of Year Tax & Estate Planning Guide

Navigate the impending tax and estate plannin changes.

Pin It on Pinterest