Estate Planning

The Firm has maintained a practice in all aspects of estate planning for more than 30 years. We take the time to be certain that we understand your financial situation and long-term interests in order to recommend the documents that will address your concerns and meet your needs.  We regularly prepare the following documents for our clients:

  • LAST WILL AND TESTAMENT
  • DESIGNATION OF HEALTH CARE SURROGATE (OR MEDICAL POWER OF ATTORNEY)
  • POWER OF ATTORNEY (FINANCIAL)
  • REVOCABLE LIVING TRUST
  • LIVING WILL
  • PRE-NEED GUARDIANSHIP FORMS
  • CREMATION OR BURIAL INSTRUCTIONS
  • IRREVOCABLE LIFE INSURANCE TRUSTS
  • CHARITABLE SPECIALTY TRUSTS (SUCH AS CHARITABLE LEAD TRUSTS AND CHARITABLE REMAINDER TRUSTS)
  • PRENUPTIAL AGREEMENTS

We do not just prepare documents for our clients, we often become their advisers on estate and financial matters.  When appropriate, we refer our clients to trained or certified financial planners.  Our clients often return to us when their life circumstances change to have their documents reviewed and revised.

We also regularly work with attorneys from other jurisdictions whose clients have assets in Florida.  We review trusts to ensure that they qualify in Florida and facilitate the transfer of Florida real property into or out of those trusts.

When appropriate, we utilize irrevocable life insurance trusts, charitable trusts, corporate and partnership arrangements, and estate freezing techniques to minimize estate taxation.  The numerous changes in the estate tax laws over the last several years require clients and their attorneys to pay attention to how the revisions may affect their estate planning and asset transfer arrangements.

Contact a dependable Fort Lauderdale estate planning attorney

To arrange for a consultation with a Broward County estate planning lawyer, call (954) 764-6766 and ask to speak with an attorney that can help with your estate planning.


Golden Law