Estate Planning Lawyers in West Palm Beach, Florida

When considering your estate plan and all the related issues involved in planning for the future, you need an attorney you can trust, someone with in-depth relevant experience. At Kitroser & Associates, our practice focuses on using our legal expertise in your best interests. We start by listening. At Kitroser & Associates, we put you first. Our attorneys have nearly 100 years combined experience. We use that experience and our resources to ensure that your estate planning needs are met carefully and thoroughly. Call our West Palm Beach estate planning attorneys for help with your estate planning needs.

Experienced and Results-Driven Palm Beach County Estate Planning Lawyers — How We Can Help

• Basics: We draft and review estate planning documents, including wills and trusts, durable powers of attorney, health care surrogates and living wills, We assist our clients and draft documents that deal with issues such as asset protection and avoiding probate. We also assist in emergency planning and special needs planning.

• Personalized focus: Sometimes a revocable trust is a great estate planning tool, but not always. At Kitroser & Associates, we place as much focus on the people you will be putting in positions of responsibility over your estate as we do on your assets.

We take the time to discuss with you exactly what you need to achieve your estate planning goals. There are many tools we can use to craft your estate plan beyond the basic estate planning documents, including spendthrift trusts and supplemental needs trusts. Depending upon your specific situation, we may recommend one or more types of trusts that we think would be beneficial in meeting your needs and goals. We candidly advise you as to what we believe is in your and your family’s best interests.

• Long-term attention to your needs: Whenever we work with you on estate planning documents, we scan and back up those documents to our secure computers and servers. This is especially crucial in the aftermath of an unforeseen emergency. We also plan ahead so we can assist with production of your documents electronically in the event of a sudden emergency.

Your Estate Plan is in the Hands of a Highly Capable Legal Team

The attorneys at Kitroser & Associates apply their decades of legal knowledge and skill to each situation, to develop the personalized estate plan that helps create the security and peace of mind that each individual client wants. While the goals and complexity of each estate plan will vary, here below are some of the actions to consider in the development of your particular plan:

Incapacity Planning

For our purposes, the concept of incapacity planning revolves around the creation of crucial and protective legal documentation that communicates your wishes, should you become mentally incapacitated.

• Advance Directives include documents such as Living Wills, Health Care Surrogate Designations and Powers of Attorney.

• Emergency Planning addresses a client’s needs in the event of an accident or other sudden medical emergency. Such an emergency plan allows your designee access to financial resources and medical history, as well as appointing guardianship over your minor children.

• Revocable Trust is a type of trust created to manage your assets and which you can modify throughout your lifetime. By designating a trustee in advance, that person or entity is then authorized to manage those defined assets on your behalf, should you become incapacitated.

• Guardianship Planning, also known as pre-need guardianship, designates a person who will care for you should you become incapacitated. This same pre-need planning can also be used to designate who will care for your minor children or other loved ones who legally depend upon you for their care and well-being, such as elderly parents or disabled siblings.

Business Succession Planning

For our clients who own small to medium-sized family businesses, we can provide the legal and commercial knowledge to develop a comprehensive business succession plan to smoothly transition the enterprise to future generations.

Domicile Planning

Florida is often the destination for those from other states seeking better weather, lower cost of living, diminished taxation or fresh professional opportunities. Simply moving to Florida is not enough to protect new permanent residents from taxation and other claims from their state of origin. Our attorneys can help create the necessary domicile plan to legally complete your transition to permanent Florida residency, as part of your overall estate plan.

The Importance of Family

Our broad legal perspective is in place to meet all of your family’s legal needs. We are concerned with more than just where your money goes when you die. Essential to good estate planning is putting the right people in place to administer your estate if you reach a time in life when you can no longer manage your own affairs or when your assets go to probate or trust administration. Select people you trust to work with the various personalities within your family. Making sure everything is distributed properly in probate or trust administration and that the process proceeds as smoothly as possible is where we help.

Contact Us ∙ 561-721-0600

We want to be the first call for all your legal needs. Contact us online for a consultation with our West Palm Beach estate planning attorneys.

We Are Your Family’s Lawyers.