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.
Design an effective estate plan that preserves your financial legacy for your heirs and beneficiaries.
Shield your assets from creditors, lawsuits, or foreclosures and ensure a transfer of wealth to future generations.
Expand your asset protection, tax mitigation, and estate planning options with revocable and irrevocable trusts.
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.
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
Gift Tax Planning
Estate Tax Planning
Special Needs Planning
Powers of Attorney
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
Frequently Asked Questions
Would I benefit from an estate plan?
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:
- Revocable Trust,
- Living Will,
- Power of Attorney, and
- Healthcare Surrogate.
Should I create a will?
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'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.
Do I need an asset protection plan?
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?
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.
Estate Planning Resources
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
Ensure the safe and secure transfer of your digital assets, cryptocurrencies, and accounts to your heirs.
Dentist's Asset Protection Checklist
Asset protection strategies built for the unique challenges of dentists.
Physician's Asset Protection Checklist
Create an asset protection plan designed to address the unique challenges of physicians.
Veterinarian's Asset Protection Checklist
Fortify your personal wealth and practice assets against creditors and lawsuits.