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Estate Planning

Protecting Your Legacy and Your Beneficiaries

Although it is intimidating, it is important to plan for the future. If you don’t, someone else may end up making decisions for you. Those decisions may not be what you would have wanted. At the Summit Law Group, our lawyers are here to listen to your goals and draft legal documents to help you meet those goals. From our law office in Boca Raton, we have helped business owners, professionals, high-net-with individuals and average families throughout Florida who had important assets they wanted to protect.

 Using All Of Our Resources For Each Case

Often people think that estate planning is simply drafting a will to determine how their assets should be distributed when they pass away. However, a comprehensive estate plan also protects your assets and beneficiaries while you are alive. Our lawyers will take the time to get to know you and your family so we can craft wills, trusts, financial powers of attorney and health care directives that are appropriate for your assets and your beneficiaries. We work hand in hand with financial advisers and have a good working relationship with many CPAs, financial consultants and insurance agents. We create trusts to minimize taxation and protect the assets you want your beneficiaries to have from issues such as nursing home costs, bankruptcy and divorce. We do succession planning for owners of closely held and family businesses. We do incapacity planning to allow a trusted family member to step into your shoes if you become incapacitated. As your family grows and you accumulate new assets, your estate plan will need to be updated. If you have estate-planning documents that were drafted in the past, we will review those documents to ensure they are still appropriate given your present circumstances. In addition to drafting estate plans, we guide executors and personal administrators through the probate and estate administration process in Florida, New York, and New Jersey. Our attorneys also handle will contests and other chancery motions.

Speak With A Skilled Attorney Today

Let us help you protect your legacy, we can help. The sooner you begin estate planning, the more options you will have. If you have questions about estate planning, don’t wait any longer. Contact us today to get started. Call us at our office in Boca Raton, Florida, at 561-726-6060 or click the button below. 

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