Estate Planning

Estate Planning

Planning your estate can be not only time consuming, but also costly. For starters, you will be dealing with state taxes, probate courts, and appraisals just to name a few. Plus, you may not know your legal and financial rights which could end up costing you a significant amount of money and time trying to figure it out. That’s why we recommend leaving your estate planning to us.

Leave the Estate Planning to the Experts

Our experienced team can:

  • Create and define your goals
  • Develop and recommend different options and plans
  • Review important documents such as wills, trusts, health care and power of attorney
  • Decrease expenses associate with probate
  • Lessen the burden of taxes at time of death
  • Setup the management of your estate should you become incapacitated
  • Draft a roadmap for managing your estate after death
  • Transfer the assets from the estate to your heirs
  • Organize proper liquidation of your estate to cover taxes and related expenses
  • Update and amen your plan if needed

In addition, we can also assist you with:

  • Creating Trusts and Living Wills
  • Family Wealth Transfers
  • Partnerships and Business Relationships
  • Donating money to charities
  • Estate and trust tax problems

For more information on estate planning, or to speak with one of our experts today, please call 561-282-1870 or email

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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.