What is estate planning? At its most basic level, it is nothing more than creating a plan for your assets in the event of your disability and/or death. Part of this process involves engaging in a frank discussion of not only any assets you own and any debts you may have incurred, but also the financial needs of you and your loved ones in the near, intermediate, and long terms. Once we thoroughly analyze and evaluate your unique situation, we will then discuss your goals and formulate a plan to meet those goals.
Insofar as most people’s personal and financial situations change over time, your relationship with your estate planning lawyer is a long-term relationship that must be built on a foundation of trust—a relationship not unlike your relationship with your accountant or financial advisor. At Chepenik Trushin LLP, we cherish those relationships and understand that a foundation of trust must be earned. We serve clients throughout the State of Florida, where we have shaped our practice around a client-centered approach that strives to satisfy the needs and objectives of every client that walks through our doors. We understand and respect your wishes, and will advise you on how to achieve your goals the best way possible.
A thoughtfully-considered estate plan must address every conceivable possibility, whether your issues involve the minimization of taxes upon your death, providing for your spouse or partner if you predecease her/him, providing for your minor children or grandchildren in case something happens to you, the protection of your assets from aggressive creditors or a greedy relative, and countless other considerations, many of which you may not have thought of or contemplated before. We will help you determine the best course of action for both the expected and unexpected factors that may arise. Our attorneys are here to help you navigate those sometimes difficult waters and assist you with creating the most efficient estate plan to suit your needs, goals, and objectives in life.
There are many options at your disposal when preparing an estate plan. An estate planner’s toolbox contains many of the tools familiar to most people, including the Last Will and Testament, Revocable Living Trusts, Durable Powers of Attorney, Health Care Surrogate Designations, and Living Wills. Other tools include Irrevocable Life Insurance Trusts, Family Limited Partnerships, Charitable Remainder Trusts, Grantor Retained Annuity Trusts, Gifting Trusts, Dynasty Trusts, Qualified Personal Residence Trusts, and Special Needs Trusts, just to name a few. Our job is to use these tools and effectively communicate to you how the use of those tools can help you achieve your estate planning goals.
Chepenik Trushin LLP employs a unique blend of experience in the areas of estate planning, probate, corporate/business law, and taxation to craft the most efficient estate plan possible to make your life and the life of your loved ones as full as possible. We serve clients in Miami, Aventura, Miami Beach, Fort Lauderdale, Palm Beach, and across the State of Florida.