At The Law Office of Paul S. Labiner, P.A. in Boca Raton, FL, we understand the unique financial and legal needs of business owners, professionals, and others with substantial property holdings or assets. As managing members of Wealth Preservation Advisors, LLC (an affiliated company of The Law Office of Paul S. Labiner, P.A.), we offer guidance to those who wish to protect their personal and professional holdings through financial, estate, and tax plans.

Clear, Creative, and Objective Financial Planning Strategies

In addition to standard estate planning instruments, there are numerous other financial planning tools that can safeguard an individual’s or business’s wealth, property, and assets.

We regularly work with business owners and individuals to consider and plan for the future. Together, we can develop creative and thoughtful strategies for passing a business on to family members, business partners, or other parties. Our aim is to ensure our clients feel confident that their work and accomplishments will be protected for the long term. The sense of security and the peace of mind that come with having a plan in place allow you to focus on your work, grow your business, and pursue your goals.

Below are some of the services and support we offer:

  • Tax-advantaged wealth accumulation
  • Effective divorce and lawsuit protection
  • Asset protection for business owners, professionals, and individuals
  • Wealth preservation and financial stability
  • Business succession planning
  • Multigeneration planning
  • Charitable and philanthropic planning
  • Integrated trust and estate planning
  • Tax-free inheritance planning

You Worked Hard To Build Your Business

Protect It with Help from Lawyers Who Understand Your Personal and Professional Goals

For many business owners, the thought of handing over their entity to partners or family members is a frightening prospect. You worked hard, devoted your time and resources, and, ultimately, invested yourself in shaping your business into what it is today. As your legal consultant, we can help you confidently devise strategies that will carry your business forward.

Take the First Step

No matter where you are in the life cycle of your business, it’s never too early—or too late—to begin preparing for the future. Reach out to our law office and schedule a free informational meeting. We represent individuals, families, and businesses throughout Florida, New York, and New Jersey.