Broward County Estate Planning Lawyer

An estate plan can be described as a process to protect and maximize a person’s wealth during lifetime, arrange for financial management and health care decision making in the event of disability; and upon the death of an individual, to transfer assets to, or ensure the continued preservation of such assets for intended beneficiaries in an orderly and cost-efficient manner. Estate planning includes the implementation of legal documents which may include a Last Will and Testament Wills and/or one of many different types of Trusts to accomplish those objectives, as well as other “advance directives” including, but not limited to Powers of Attorney, Living Wills and Designations of Heath Care Surrogates. There are also numerous other advanced estate planning techniques designed to limit estate taxation, protect persons with special needs, to facilitate business succession and to accomplish other individual needs of a client.