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Wills and Trusts

 
 

The probate and estate planning practice focuses on the preservation of wealth, effective tax strategies and conscientious administration of estates. In the ever changing environment of tax and financial planning, taking a few well calculated steps often results in substantial savings. Moreover, these results can be achieved with relatively simple strategies.

 
  Many clients elect to take advantage of more sophisticated planning strategies such as irrevocable trusts, life insurance trusts and charitable trusts to further reduce the impact of taxes upon their estate. In addition, over the years the firm has have been called upon numerous times by national banks and trust companies to assist in the planning and administration of estates for their clients.  

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Joel Strawn | Timothy Monaghan | Sharon Roberts | Kenneth Metzger | Allen Grossman | William Furlow | Edwin Bayó

54 NE 4th Avenue · Delray Beach, FL 33483· (561) 278-9400
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