Estate Planning

ESTATE PLANNING

Many people believe that estate planning is only for people who are particularly wealthy, have elaborate schemes in mind for passing their money to their heirs, or for people who are acutely ill and contemplating their death. This could not be farther from the truth!

Estate planning is for every husband, wife, mother, father, grandparent, business owner, professional, or anyone else who has someone they care about, are concerned about providing responsibly for their own well being and for the well being of those they love, and for anyone who seeks to make a difference in the lives of others after they’re gone. Estate planning is not ‘death planning’; it’s ‘life planning’, and an essential and rewarding process for individuals and families who engage in it.

When done properly, estate planning requires that a highly trained individual lead you through one or more in-depth meetings to uncover your hopes, fears, and expectations for yourself and for those who are most important to you. This process almost always requires the preparation of several sophisticated legal documents, but those documents themselves are not ‘estate planning.’ Planning is a process, represented by a complete strategy that is properly documented and maintained by a professional who has taken the time to get to know you, and who is committed to continuing to serve you.

Contact Us Today

We've brought our experience from working on the complete spectrum of trusts and estate issues, to benefit our trust and estate planning clients. We invite you to consult with us and discover why our clients refer to our trusts as the "complete" trust.

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BROWARD

Dania Beach
Davie
Fort Lauderdale
Hallandale Beach
Hollywood
Pembroke Pines

MIAMI-DADE

Aventura
Miami
North Miami
Golden Beach
Sunny Isles Beach

PALM BEACH

Boca Raton
Boynton Beach
Delray Beach
West Palm Beach


8551 West Sunrise Blvd, Suite 300
Plantation, FL 33322

Office: 954-315-1169
Fax: 954-452-3311