Our Estate Planning Process

For superior trust and estate planning, asset protection, and wealth management services, turn to The Law Office of Paul S. Labiner, P.A., in Boca Raton, FL. We will help you create a custom-tailored tax and estate plan. We take the time to understand your goals in order to produce effective ways of protecting your property and assets to the fullest extent possible. Take advantage of our tax preparation, estate planning, and asset protection services today. It’s the best possible investment you can make.

Estate Planning Made Easier

Although it is helpful to have as much information as possible when developing an estate plan, we also want this process to be as stress-free as possible for you and your family. You do not need to go rummaging through old folders and drawers to find legal documents and insurance policies. Instead, we advise you to consider a few simple things before we meet:

The Who

It may seem obvious, but it’s important to reflect on the relationships you have with your family and others who are close to you. Beyond your spouse, children, grandchildren, parents, or other family members, consider other important people and organizations in your life. Perhaps there are schools, charities, religious institutions, or others that are essential to you. Once you have a list, we can work with you to implement a plan for distributing your assets to those you deem deserving.

The What

In assessing your wealth, you can likely point to your insurance policies, stocks, bonds, and real estate. But you also ought to consider the nature of your wealth. Are your assets in your name only? If not, who else is attached to them? If you are a business owner, do you have partners or investors? We can help you consider all aspects of your wealth and legacy while drafting the appropriate documents to ensure that you, your investments, and your family are protected.

The When and How

Once you have identified who and what you want to protect, we can work together to draft plans that outline your wishes and build a legal fortress around those most important to you.

When we sit down together, we will run through various questions and scenarios to get a clear picture of how you want your estate managed if you are incapacitated or after you are gone. We will discuss naming heirs and beneficiaries, planning for health care decisions, protecting your finances and your business, defending your estate against estate taxes, and numerous other issues that will help build a comprehensive and adaptable plan for your future.

Contact Our Estate Planning Attorneys

At The Law Office of Paul S. Labiner, P.A., we understand that the estate planning process is intimidating to most people. By working together and by providing clear and compassionate counsel, we can help take the fear and frustration out of the process. Schedule a free initial legal consultation today! We represent clients in Florida, New York, and New Jersey.