Estate Planning and Administration
Estate planning is a process designed to help align your needs with tools and resources that help you set guidelines for the future, articulate your wishes, and pass on assets to others. When done properly, estate planning with Blatt Financial allows you to accomplish three goals:
- Ensuring your wishes are well articulated and carried out
- Maximizing the value of assets passed on to heirs while minimizing taxes
- Providing a smooth process for transfers to happen.
Creating a comprehensive estate plan is a complex task and one that should be handled by an experienced Palm Beach Gardens estate planning attorney. With more than 17 years practicing law and serving clients across Florida, we’ve learned that the key to success in estate planning has to do with providing well planned, comprehensive legal documents that allow clients to feel secure knowing their desired outcomes will be executed.
Our all-inclusive approach to estate planning leads to custom documents created specifically for your needs. Whether you hope to pass on your assets to your children, spouse, grandchildren, or others, we can provide guidance on the best tools and options to help you accomplish your goals. We recognize that estate planning is just as much about you as it is your heirs, which is why we focus on asset protection and help your heirs avoid the probate process as much as possible.
Blatt Legal assists clients by helping to identify the appropriate tools for their needs, such as:
- Durable Power of Attorneys
- Living Wills
- Health Care Surrogates
- Designation of Preneed Guardian Forms
- Revocable Living Trusts
- Irrevocable Trusts
- Last Wills and Testaments
In addition to these services, we also provide important insight during the estate administration process for your heirs. Administering an estate goes beyond the distribution of assets. Located in Palm Beach Gardens, we can help in the process of registering a will, obtaining court approval for estate administration, and closing out the estate in an efficient and detail-oriented manner.
For a complimentary consultation to discuss your estate planning needs, schedule an appointment today at 561-625-0900.