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Estate Planning and Tax Planning

Estate Planning is a crucial part of financial planning. 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. Our attorneys will work with you to help ensure your family’s current as well as future financial security.

The process of assisting clients in preserving their wealth and in planning a smooth transference to their loved ones and favorite causes includes preparation of a comprehensive multi-generational wealth transfer plan and, then, the drafting of wills and appropriate trusts. Additionally, advance directives such as Power of Attorney, Designation of Health Care Surrogate and Living Wills are drawn up. Our law offices also provides extended family meetings and planning to help avoid future complications or to resolve current conflicts.

  Estate Planning Questionnaire PDF
Glossary of Estate Planning terms  
  Exclusion amounts and tax rate charts PDF

Types of Trusts

  Estate Planning Checklist PDF

 

BECOME A CLIENT

Legal services provided by the Law Offices of Frye & Associates, P.L. are separate and independent of services offered by Frye Financial Center. Additionally, the Law Offices of Frye & Associates, P.L. and the legal services offered are not affiliated with nor endorsed by LPL Financial.

The hiring of an attorney is an important decision that should not be based solely upon advertisements. Before you decide, ask us to send you free written information about our qualifications and experience.

     
   
20900 West Dixie Highway
Aventura, FL 33180
Phone: 305-931-3200 / 800-535-0187
Fax: 305-931-9383