Areas of Service:

Estate Planning Miami FL

Estate Planning Miami FL


We keep our clients up-to-date on the latest federal, state, and international tax issues through webinars, newsletters, website postings, and face-face to meetings. Estate Planning Miami FL. By staying ahead of tax issues, and we can communicate how they will impact your operations quickly and address them in a timely manner.


Individual Tax Services


When it comes to individual taxes, change provides opportunity. We keep on top of these changes to provide you with the best advice and strategies, especially through planning opportunities. You can depend on us for objective guidance and personal attention. We believe in focusing on your long-term financial goals and steering your current needs in a direction to meet them.


Estate and Trust Tax Services


If you have not considered what will happen to your hard-earned assets as you age and eventually pass on, you should. Without an estate plan, the wealth you worked your entire life to build will be distributed according to state law and not according to your wishes. Estate planning is crucial if you want to minimize taxes and distribute as much as possible to your preferred beneficiaries. 


We will work with you to design an estate plan customized to your particular needs by utilizing a variety of planning vehicles such as family limited partnerships, trusts, and charitable entities. Our team can assist you by performing the following:


  • Review wills and trust instruments.
  • Estimate estate taxes and strategize alternatives that may provide tax savings.
  • Review business issues including valuation and the transfer and/or disposition of business interests.
  • Identify potential liquidity problems caused by federal and state estate taxes for the continued operation of the family business, probate, administration costs, etc.
  • Develop a lifetime gifting program using vehicles such as family limited partnerships, charitable trusts, and qualified personal residence trusts
  • Prepare estate, gift, fiduciary, and non-profit tax returns
  • Advise you on the possible use of various trusts structures; including charitable remainder trusts, grantor annuity trusts, personal residence trusts, family partnerships, credit shelter trusts, marital deduction trusts, and revocable lifetime trusts.


Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter


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Audit Review Compilation Miami FL