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Florida Family Wealth Transfers Attorney

Jupiter lawyer helps you plan your estate

Jupiter Wills and Trusts, PLLC assists clients in creating comprehensive wealth transfer strategies with careful thought given to each family’s individual situation. This ensures that assets are managed effectively during one’s lifetime as well as protects the financial interest of the family and loved ones. I can also assist in reviewing your current approach to wealth transfer to see if any changes or adjustments need to be made.  With the increased estate tax exemption, planning that was done ten or more years ago may no longer be necessary or desirable.

Providing experienced advice regarding transferring family wealth

You have worked hard your entire life to build your estate, your business and other assets. Is it time to think about transferring your wealth to family members?

The decision to establish a trust (revocable or irrevocable), to pass along your business, or to incorporate trust planning into your will should not be taken lightly. Each trust serves different purposes and may or may not meet your needs depending on whom you want to receive the money and how you want them to receive it. Appropriate legal advice regarding how to transfer your assets can help ensure your wealth is distributed according to your wishes.

Finding a solution that fits your needs

Many of my clients are average people of average wealth that want to ensure they can pass along their assets to children in the most efficient manner possible. Other clients have large estates or large sums of money they want to pass on to chosen beneficiaries or charities and minimize estate and wealth taxes.  I listen to your goals, educate you on your choices, and create a plan that will accomplish what you would like to have happen with your assets.

I offer personalized advice based on your unique situation. I learn about your wishes for the future and strive to meet your needs with various estate planning tools. I can help you with wealth transfer options, including:

  • Irrevocable life insurance trusts
  • Revocable living trusts
  • A/B trusts, elective share trusts, and portability planning
  • Charitable trusts
  • Wills
  • Generation skipping trusts

Contact a knowledgeable family wealth transfers lawyer

Family wealth transfer options can be confusing and complicated. Contact Jupiter Wills and Trusts, PLLC to learn which option is best for you. Call 561-784-6945 or contact me online to schedule your initial consultation at my Jupiter, Florida office.