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Estate Planning

Florida Estate Planning Lawyer

If you are like most people, you have worked hard all your life for the property and assets you own. It is my goal to ensure that your loved ones are provided for and your assets are distributed according to your wishes through your estate planning documents . Estate planning is an important part of your overall financial strategy, and the sooner you have it in place, the better.

The estate planning attorneys at Stern Zwelling LLC will give your unique circumstances the individualized attention they deserve, and tailor an estate plan that suit your specific needs.

Wills

Your Last Will and Testament allows you to dictate how your personal possessions and assets will be distributed after you pass away. Among other things, you are able to designate your personal representative or executor, this is the person you select to administer and distribute your assets after death.

If you have minor children, you can select and name a guardian for them in your Will. The guardian you choose may or may not be the same individual you name as executor of your estate.

Trusts

An “inter vivos” or living trust is a way to avoid probate, maintain privacy,, manage your property and assets, and plan for the possibility of physical or mental incapacity in the future. It can greatly benefit the beneficiaries when you are deceased because there is a seamless transition to the successor trustee.

Special Needs Trusts

Estate planning is even more important for parents of children with special needs. If your child is disabled and dependent upon you, it may be terrifying to think of what happens if you become incapacitated. Without sound estate planning in place, the health and welfare of your dependents could be at risk.

Transfer Taxes

When property transfers ownership in Florida, the state levies a transfer tax known as the “documentary stamp tax,” due when the property deed is presented to the county clerk for recording. Our experienced Florida estate planning lawyers can devise alternate strategies to help you seek to avoid these transfer taxes.

Tax Planning

In addition to transfer taxes, estate and gift taxes can take a large bite out of your estate, particularly if the value of your assets are estimated to be greater than $5 million per individual or $10 million per married couple. Refer to https://www.irs.gov/Businesses/Small-Businesses-&-Self-Employed/Estate-Tax. A well-crafted and comprehensive estate plan can help you significantly reduce your estate tax burden , leaving more of your assets for your beneficiaries to inherit.

Estate Planning Attorney in Boca Raton

Regardless of the size of your estate, it makes good sense to begin estate planning early and revisit your plan when major changes occur in your life, such as:

  • Marriage
  • Divorce
  • Birth of a child or grandchild
  • Health conditions

At Stern Zwelling LLC, our estate planning lawyers are knowledgeable, detail-oriented, and dedicated to client satisfaction. Contact us today to begin discussing your long-term plans for the future.

Request a Consultation

Contact us so that we can help you now — with legal guidance on urgent matters or to begin discussing long-term plans for the future.

Contact Us

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

Phone
561.609.3556