Skilled Boca Raton Estate Planning & Administration Services

When it comes to decisions about the future of you and your family, there are many options that may be difficult to navigate. Should you use a will or a revocable living trust? Should you consider establish one or more types or irrevocable trusts? Who should you appoint to carry out your wishes in your absence? How should you best protect your assets? Fortunately, the Law Offices of Steven J. Asarch can help you understand these and other choices available to you. With over two and a half decades of estate planning and administration experience, our firm has provided valuable counsel to Boca Raton residents and given them the peace of mind they deserve, knowing that their wishes will be upheld long after they pass on. Let us offer you the same reassurance through the comprehensive estate planning services we provide.

Basic Estate Planning

Many people can become overwhelmed by the number of decisions and documents involved in estate planning. If you are looking for a clear and streamlined approach to estate planning, ask us about our Basic Estate Planning package. We will help you put in place essential estate planning documents so that you can rest assured that you are taking the necessary steps to safeguard the future of you and your loved ones.

Probate & Trust Administration

Our firm has an impressive history of advising individuals and representatives of both large and small estates. We will handle every aspect of estate administration from the death of a loved one, the payment of expenses and taxes, through the final distribution of assets. We dedicate ourselves to ensuring that when the estate administration has been completed, all outstanding legal and tax issues have been handled properly.

Advanced Estate Planning for High Net Worth Clients

High net worth families usually require more comprehensive and innovative estate planning strategies that are tailored to meet their unique wealth preservation goals. With Steven J. Asarch’s vast understanding of Federal and state estate, gift, and generation skipping tax laws, as well as income tax models, he offers sophisticated advice and helps clients implement a variety of tax-efficient wealth preservation strategies, including Grantor Trusts, Family Limited Partnerships, Qualified Personal Residence Trusts, and Irrevocable Life Insurance Trusts, and other strategies. Customized estate planning services will ensure that your assets remain in your family, where they belong.

Asset Protection

There are a number of unforeseen circumstances that may put your valuable assets at risk. A failed business venture, lawsuits, or even a divorce can threaten your assets and those of your beneficiaries and make you vulnerable to losing a significant amount of wealth. The Law Offices of Steven J. Asarch will help you safeguard your assets before you or your beneficiaries find yourselves in financial or marital difficulties. Depending on your specific circumstances and goals, we will create a customized asset protection plan that can protect your estate from judgement creditors, while reducing the amount of estate taxes you and your heirs will owe. With over two and a half decades of experience ensuring the assets of our clients are protected, our firm can give you the peace of mind you need, no matter what the future holds.

Durable Powers of Attorney & Health Care Advance Directives

There are several circumstances in which you may consider appointing an agent to act on your behalf. If you are unable to be present to complete a business transaction, you need someone to ensure that your wishes are carried out. If you become incapacitated or disabled you will need someone with the legal authority to make decisions on your behalf. A power of attorney assigns legal authority to an agent of your choosing. We can help you complete the necessary documentation to put these powers of attorney in place.

While it may be challenging to think about a time when you may no longer be able to make medical decisions for yourself, it is crucial that you have a legal document in place that will ensure your preferences for medical interventions are respected. Health Care Advance Directives usually include a living will and a health care surrogate designation. The living will states what type of treatments you would or would not want to receive in certain situations, while the health care surrogate (also called health care proxy or health care power of attorney agent) can be designated to make medical decisions on your behalf. Since you may be unable to articulate your preferences, having them clearly documented is essential.

Start Protecting Your Estate Today In Boca Raton

We understand that it is easy to delay putting together an estate plan, as it feels like these issues will not impact you in the near future. However, we never know when our circumstances might change, so it is important to make sure your estate is protected and your wishes are clearly documented, should the unthinkable happen. The Law Offices of Steven J. Asarch looks forward to working with you to make sure your assets and legacy are handled according to your wishes.

Steven J. Asarch has proudly served the Boca Raton community for over 25 years. We provide estate planning and administration assistance that ensures your legacy and financial plans are secured and protected, no matter what the future holds. Please contact our firm today at (561) 995-9991 to speak with a valued estate planning attorney.