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Protecting and Preserving Your Wealth

A properly devised and current estate plan can help you preserve and protect assets during your lifetime, as well as minimize future estate tax liability. We will work with you to help address your family's estate planning needs.

The process of assisting clients with strategies that seek to preserve their wealth and in planning a smooth transference to their loved ones and favorite causes includes consulting on a comprehensive multi-generational wealth transfer plan and, then, a review of your wills and appropriate trusts. Additionally, advance directives such as Power of Attorney, Designation of Health Care Surrogate and Living Wills are reviewed as well.

Common objectives of our clients:

Private clients

  • Multi-generational wealth transfer planning
  • Estate tax avoidance/Probate avoidance
  • Asset Protection Strategies/Trust Planning
  • Planning for incapacity/Guardianships
  • Assistance with Asset Titling

Business owner/Professional clients

  • Strategies for Protecing Assets/Assistance with Asset-Entity Titling
  • Business continuity/Succession Planning

Medical Professionals

  • Practice Planning
  • Asset Protection


Legal Services are not offered by Frye Financial Center or LPL Financial

 

 

     
   
20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200
Fax: 305-931-9383