What We Do
Estate & Financial Planning Services
Comprehensive planning and administration for individuals and families in Fort Lauderdale and beyond.
What We Offer
Our Services
Our close personal interest in our clients assures them that their affairs will be handled expeditiously in accordance with their wishes, consistent with good tax planning. We work with financial advisors, accountants and corporate fiduciaries to avail clients the benefit of all the professionals they work with.
Estate & Financial Planning
We prepare Wills, Trusts and various other forms of asset transfer vehicles to insure an orderly and tax efficient passage at the time of death, as well as planning for lifetime gifting.
Estate Administration
After death, we assist in the administration of the Estate, preparation of estate-related tax returns and distribution of assets in a prompt and efficient manner.
Trusts & Asset Transfer Planning
We structure Trusts and other asset transfer vehicles to ensure your assets pass to beneficiaries in accordance with your wishes and in a tax-efficient manner.
Tax Planning & Returns
Estate-related tax planning and preparation of estate tax returns, coordinated with your accountants and financial advisors.
Tax Sheltered Entities
Structuring entities to provide tax-efficient planning as part of a comprehensive estate and financial plan.
Real Estate
Real estate matters as they relate to estate and financial planning, including transfers and planning for real property.
Billing
Our Fees
Our fees may be based on an hourly, fixed, percentage or statutory basis as the client chooses.
We are happy to discuss fee arrangements during your initial consultation.
Ready to Get Started?
Contact our Fort Lauderdale office to discuss your estate and financial planning needs.