i

Financial Legacy Review

Tap to Call

(561)998-2362

Our Practice Areas

High net-worth individuals and families want strategies to ensure that the wealth they’ve spent years cultivating will remain in their families. Unfortunately, many people have a limited understanding of how profoundly wills, trusts, probate, and other estate planning and estate administration issues can affect their ability to grow, protect, and preserve their family’s generational wealth.

That is why we make it a point to:

  • Educate our clients on the complex legal and tax issues that arise in the estate planning process,
  • Explore a full range of financial and retirement strategies that meet their family’s goals,
  • Address the delicate, difficult, and often unpleasant questions that arise during the estate planning process, and
  • Ensure clients feel confident in the asset protection and estate plans we draft.

We believe that having the correct information is essential to making intelligent and effective decisions. Below are some of the most common issues we handle in the estate planning, probate administration, and wealth preservation arenas. If you have additional needs with living wills, durable powers of attorney, and more, we will be glad to help you as well.

Estate Planning

An estate plan isn’t just about whether you are wealthy or not. It’s about making sure that you maintain control over your hard earned assets while you are alive and well and that these assets are distributed to the people you care about, in the way you want, at the time you choose. 

Trusts

There are numerous types of Revocable and Irrevocable Tusts that one can use to complete their estate plan. Each has its own purpose and should be used wisely with a full understanding of the short- and long-term effects on your family’s wealth.

Elder Mediation

Florida’s elderly population face many unique issues. As a Certified Elder Mediator, Brandon Labiner is specifically trained to negotiate and resolve interfamily conflicts that involve elderly parents or grandparents.

Guardianship

Guardianship may be needed if someone is no longer capable of making financial and personal care decisions in their own best interests. Incapacity can arise as a result of an accident, illness, or old age.

Special Needs Planning

Unique issues arise when planning for the long-term care and financial wellbeing of family members with special needs or disabilities. It’s critical they have sufficient resources and do not become ineligible for government benefits to which they may be entitled.

Last Will & Testament

A Will specifies how your assets and property should be distributed upon your death and who should oversee the process. Assets that pass through a Will are subject to the probate process, but dying without a will (“intestate”) means a court will make those choices for you. 

Asset Protection

Litigation, however frivilous it might seem, can be ruinous to your financial legacy. State laws differ and proactive planning is the best way to protect your assets from creditors, lawyers, malpractice claims, foreclosures, or disaffected family members and ensure a transfer of wealth to future generations.

Probate & Trust Administration

Whether an estate goes through probate or is held in a trust, the distributation process can be a hassle on the ones to whom it is entrusted. Personal representatives and trustees have duties to heirs, beneficiaries, and creditors, and they must comply with all applicable laws when distributing the estate.

Family Business Succession

The thought of handing over a business to partners or family members is frightening. But without the proper planning, sudden incapacity or death of an owner could doom a family business to failure. We understand the unique financial and legal needs of business owners and work to create intrafamily succession plans.

Pet Trusts

We all love our furry friends, and yet too many people fail to properly plan for the care of their pets. It’s estimated approximately 500,000 pets are euthanized annually because pet parents didn’t include them in their estate plans. Pet Trusts ensure your beloved pets are safe and cared for no matter what happens to you.

Schedule Your Financial Legacy Review

When gathering information about probate and estate planning, it’s important to consult attorneys with experience and specific knowledge of the practice and various proceedings. Here at The Law Office of Paul S. Labiner, P.A., we bring to the table more than three decades of experience in the industry. We have helped countless individuals and families in the past, and we are confident that we can assist you, too! To get started with your free Financial Legacy Review, give us call at (561)998-2362 or submit the form below.