Comprehensive Retirement and Estate Planning,
Asset Protection and Wills & Trust
We are a comprehensive legal group that provides custom designed estate planning and retirement planning documents. We help you design your estate plan. We make sure your assets pass to your spouse, children, grandchildren, or other heirs. We help our clients avoid probate and provide asset protection to the next generation. We draft and implement easy to understand custom designed estate planning documents. We draft Last Wills and Testaments, Revocable “Living” Trusts, Irrevocable Trusts, Durable Power of Attorneys, Health Care Surrogates, Living Wills, and Designation of Preneed Guardian Forms. We create documents that are uniquely yours and help transfer your wealth to the next generation.
Our Unique Methods
With a combined experience of over 30 years of practicing law, we have discovered the key to helping our clients: Implement documents that are simple to understand as possible, but robust enough to achieve the outcome that you intend.
We build legal documents that reflect your goals, values, and objectives. Our documents are tools that allow you to have control of your life and health today and into the distant future. With good estate planning documents you can rest assured that your future will be protected.
We are Located in Palm Beach Gardens, Florida
We serve clients all over Florida. Our main location is in Palm Beach Gardens. We are located at 600 Village Square Crossing, Suite 202, Palm Beach Gardens, Florida 33410. Our main office number is (561) 625-0900.
Our Clients are Informed Florida Residents Looking to Preserve Their Wealth
Our clients are married couples or individuals who are looking to create and implement a complete estate plan. Our clients have net worths ranging from $100,000 to over $30 million. A large number of our clients are in their second or third marriages. We offer custom estate planning documents that create a roadmap to help you transition your assets to the next generation with the least amount of cost or tax consequences.
Free Initial Consultation
Estate planning is a deeply personal and important matter. Our initial consulation is at no charge to you because we expect to earn your confidence and trust. You are welcome to make an appointment at our office, or request an appointment at your home. Our aim is to establish a long-term attorney-client relationship that is based on our competence and full understanding of your goals and objectives.