Palm Beach Estate Planning Attorney
Many people put off estate planning. This is understandable, as estate planning does address a number of topics that people can find uncomfortable. However, preparing an estate plan offers many benefits to you and your loved ones, both now and in the future. Your estate plan will allow you to distribute your assets and property as you intend upon your death. While you are alive, an estate plan will provide your loved ones with guidance on how to proceed if you are unable to take care of yourself. However, strict state and federal tax laws and administrative regulations must be taken into account when developing an estate plan.
I am Lee A. Rosenthal, Attorney and Counselor at Law. I prepare estate plans for people throughout Palm Beach and Florida. Contact my firm today.
Palm Beach County Wills & Trusts Lawyer
A proper estate plan can consist of any number of the following instruments:
- A will designates who will receive your assets upon your death.
- A trust can help you to avoid probate and reduce any estate taxes.
- A power of attorney authorizes a person to handle your affairs if you are no longer able to handle them.
- A HIPAA release authorizes the release of health information to an authorized representative.
- A living will with advanced directives specifies your wishes if you have a terminal illness, permanent loss of consciousness, or other situations.
- A preneed guardianship designation designates a person to serve as your guardian in the event you are incapacitated.
One cannot understate the importance of developing an estate plan that is tailored to your needs. At our first meeting, I will ask you a number of questions in order to understand what you want your estate plan to accomplish. Once I have a full understanding of your goals, I will put my experience and make my best efforts to prepare an estate plan that will meet your needs and accomplish your objectives.
Contact Lee A. Rosenthal, Attorney and Counselor at Law • 561-799-5290
Creating an estate plan can benefit you and your loved ones both now and in the future. Call or e-mail my law firm to discuss your estate planning needs. I offer a free initial consultation.
