Sophisticated Estate Planning/Retirement Security
No matter your age, no matter your state of health, no matter the size of your estate, there are minimum documents and arrangements that every individual should address. If disability or death occurs, your assets are protected and your family knows your wishes. The Law Offices of Charles Restrepo, P.A. provides comprehensive but affordable estate planning for clients from all walks of life, as well as advanced strategies for family businesses and high net worth clients to protect wealth, avoid probate and minimize estate taxes. We serve individuals, families and businesses.
Trusts, Succession, Estate Taxes and Elder Law
Many of our clients have substantial estates that would be subject to federal estate taxes without proper planning. Perhaps you are concerned about preserving Medicaid eligibility for nursing home care, protecting assets in a second marriage, providing for an adult disabled child or business succession. We have the foundation in probate law, tax planning, business law and other legal issues to design the appropriate instruments to achieve any goals.
Our attorneys can establish credit shelter remainder trusts, marital QTIP trusts, irrevocable life insurance trusts, grantor retained annuity trusts, charitable trusts and numerous other sophisticated vehicles for asset protection, estate tax avoidance or maintaining control of assets while still bypassing probate upon death. We can also advise on special needs trusts, gifting of assets to children, special bequests, establishing an LLC or family limited partnership, and any issue you can think of.
Good Wills Are Not an Accident
If you die without a will, the state of Florida distributes your estate according to a formula. But even if you have a document, is it a good will? Wills or trusts created from a “kit” or drafted by an inexperienced lawyer may leave your assets vulnerable and create confusion and disputes for your loved ones. An attorney with focused experience in estate planning can provide peace of mind that you are covered for the unforeseen and in the best position to spare your family from needless delay, stress, taxes and estate or trust litigation.
Want to get started on drafting your own estate plan? Contact us to schedule your FREE CONSULTATION today.