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Wills, Trusts, & Estate Planning

After we have an understanding of our client’s assets, family situation, personal needs and wishes, we recommend and develop strategies to implement our client’s goals into an effective and comprehensive estate plan including Wills, Trusts, Durable Powers of Attorney, Health Care directives and Living Wills.

Where appropriate, we will also discuss with our clients and implement more sophisticated aspects of estate planning including family limited partnerships, charitable remainder and charitable lead trusts, irrevocable life insurance trusts, qualified personal residence trusts and the benefits of and methodology of selecting and establishing a Florida domicile.

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Our Office
  • Boca Raton Office
    6751 N. Federal Highway
    Suite 200
    Boca Raton, Florida 33487
    Phone: 561-391-1100
    Fax: 561-391-2801