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Wills and Trust Law

Wills and Trust Law

Think of everything you have worked so hard for in your life and then imagine a judge you have never met deciding who gets it. Doesn’t sound ideal, does it? All of that can be avoided with proper estate planning. Not the morbid process many people think it is, planning for how you want your money, property and personal items distributed is something that should be done when you are young – and then constantly revisited as your life changes.

Your financial assets and personal possessions are something that will ultimately be passed along to your loved ones. Putting together a comprehensive estate plan unique to your situation is the best way to ensure that they get what you want them to have without the headache of probate.

At Stern Zwelling LLC, we can help you put together an estate plan that works for you. And if it is time to revisit something you set up a long time ago, we can help with that too.

Our services include:

  • Wills: Especially for individuals or couples with limited assets, putting a simple will in place is always a good idea. A will can help define your wishes for certain pieces of property and designate an executor, among other things.
  • Living Trust: Often referred to as an “inter vivos” trust, a living trust is a great (and increasingly popular) way to manage your property and assets and something you can benefit from while you are alive, not just in death. In addition to avoiding probate, putting together a living trust can also help to reduce your tax burden, maintain your privacy, and make plans for things like physical or mental incapacitation.
  • Other Trusts: There are a lot of trusts options we can explore together when you come in for your initial consultation, including planning for education, business and retirement. At Stern Zwelling, we take a look at the entirety of your personal and professional situation to help put together something that best reflects the needs of your family now and in the future. Many clients never think of things like an education trust for grandchildren, for example, but we do.
  • Healthcare: Planning for future healthcare needs may seem unimportant when you are healthy, but that is exactly the time to start thinking about what you would want in the event you were not able to make decisions for yourself. Designating power of attorney is an important part of any comprehensive estate plan.

At Stern Zwelling we are here to help you and your loved ones in life and in death. Let our years of estate planning experience help guide you through this important process. Whether you are just starting to think about a will or have a major estate that needs to be fully and properly accounted for, we can help – we handle a wide range of clients. Give us a call today to schedule your initial consultation.

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