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Estate Law

Estate Law

Whether you are putting together an estate plan for the first time or realizing that a lot of changes have happened in your life since you last visited your plans, Stern Zwelling LLC is here to help you with all of your estate planning needs and questions. A good estate plan can include everything from funeral arrangements to long-term care provisions; ultimately, it is something that should fully reflect the entirety of your personal and real property as well as your wishes for what should happen to these items when you pass. At Stern Zwelling, we make sure that is exactly what you get.

More than 55% of adults in America are living without a will. But getting an estate plan does not have to be the morbid experience so many people fear it might be. Also, it is something you should do at a much younger age than many people think. Many of the items our law firm can help you with are things from which you can benefit while living. We stay up to date on the relevant tax laws to help you take advantage of all the benefits available to you now and in the future.

Making an estate plan is not a one-time event, although many people incorrectly think it is. Make sure you revisit your plan after major life events, such as:

  • Having children or grandchildren or other individuals under your care
  • Changes in your financial situation (for better or worse)
  • Health issues, to consider power of attorney and healthcare directive
  • Marriage
  • Re-marriage
  • Divorce

Your estate plan should be a complete reflection of your wishes, what you have and where you want it to go. It should address such things as funeral arrangements, business arrangements, and education planning for children and grandchildren.

Many clients first enter our office unaware of the extent in coverage that a good estate plan can have. Important issues like reducing taxes, making sure your grandchildren are provided for and maintaining privacy around your financial affairs are just a few examples. In addition to the technical capacity of a plan, it can also simply ease the burden for your loved ones upon your death: With everything provided for and taken care of, your family and friends are able to deal with their grief and focus on memories without the weight of having to handle your estate burdens and guessing at your wishes.

If you are looking for a detail-oriented estate planning attorney with years of experience, Stern Zwelling is the law firm for you and your family. Our prices are fair and reasonable and your satisfaction is our top priority. At Stern Zwelling, we approach each client consultation with the philosophy that you are unique and your estate plan should be tailored to you. We are open Monday-Friday; call us to set up your initial consultation. We look forward to hearing from you.

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7280 West Palmetto Park Road
Suite 106
Boca Raton, FL 33433