Don’t make the costly mistake of trusting your hard-earned estate into the wrong hands. As an estate owner, you want and need to be in complete control of your assets. Poorly written or substandard paperwork can be a frustrating waste of your valuable time and expensive. It is far too often that estate planning “consultants” leave legal loopholes that can be exploited down the road. Get it right the first time.
Whether you are seeking to draft airtight probate documentation, set up secure trusts, or you’ve found yourself in a tricky guardianship situation, our experienced estate planning team has the tools you need to get the job done.
Our firm deals with every aspect of probate, trust, and guardianship litigation, including:
If it relates to estate planning, we can take care of it. Give our Boca Raton estate planning lawyer a call today for a 100% FREE consultation.
Guardianship litigation is simply put, never an ideal situation. We understand the complexities of the system, but we also can relate to the sensitivities of all family members involved. Our professional team knows how to fight effectively without adding to the trauma in a difficult situation.
Some basic elements of the guardianship process to keep in mind are as follows.
In today’s political and business climate, tax planning is mandatory if you are serious about cutting expenses. Taxes are an inherent expense you will face every year, whether you plan for it or not. Creating a plan is a guaranteed way to save a significant number of real dollars this year without increasing your workload.
Of course, every person and company is different, and we can’t guarantee you will save any specific amount of cash. What we can guarantee you is that creating and following a tax plan will save you money.
Most tax plans employ one or more of the three basic tax planning strategies.
Reduce Income - while this may sound odd, the idea here is to funnel off income into various productive streams that will not be taxed, while strategically placing your income into the tax bracket that will optimized the amount you keep.
Increase Tax Deductions - depending on your income level and spending habits, itemized deductions can play a massive role in your tax savings. Major expenses like state taxes, your home’s mortgage, and large charitable donations can actually work toward saving your hard-earned cash.
Use Tax Credits - there have been an abundance of tax credits available in recent years and there is no reason you shouldn’t take full advantage of this opportunity to save. Experienced tax professionals are well versed in available credits and similar opportunities for saving, and they can help match relevant credits to your financial situation.
Tax planning is a fairly complex activity, simply because our tax system is unreasonably complicated. It can be difficult for the average taxpayer to understand the opportunities available to him or her. Having a tax planner at your side gives you a much better chance of optimizing your savings.
How many times have you seen the messy aftermath of poor estate planning? Too often, we see families broken apart, friends made enemies, or court cases lasting for decades, virtually eliminating the very resources being fought over. Many times, estate owners fail to make intentional plans, for both life and death, leaving the distribution of their estate to be devoured by enormous government fees. Our family trust lawyer Boca Raton is here to help with all of your estate planning needs.
People tend to forget the importance of leaving a will. Whether due to ignorance, misinformation, or perhaps, apathy, many citizens leave nothing for their kids simply because they failed to leave a will.
While it doesn’t make sense to plan for the distribution of your assets if you don’t actually have any, very few adults are entirely without distributable assets. If you own a home, you need to have a will. If you have a life-insurance policy, you need a will. If your bank account has four figures in it, you need a will.
Contesting a will is no simple matter. You will want the help of an experienced estate law team who understands the complexities of the system and has been there before. The most common grounds for successfully contesting a will are listed below.
Make your wishes final and enforceable. Take the appropriate defensive measures ahead of time. Our qualified attorneys will make sure to take measures that will withstand any legal challenge to a will. For example, they will make sure that there is documentation to verify that a testator had his or her full mental capacity at the time of the will’s drafting, and that every procedure during the will dictation and execution was documented and in proper form.
If you have found yourself having to defend what you know to be a legitimate will against unpleased benefactors, our estate planning Boca Raton team might still be able to help.