Boca Raton Estate Planning & Probate Lawyers

Estate Planning

The Estate Planning practice at Beighley, Myrick, Udell, Lynne, + Zeichman focuses on ensuring that individuals and families can secure their financial legacy and protect their assets through comprehensive and personalized estate planning services. These services are more than simply drafting documents. Our team of experienced attorneys understand the importance of careful planning to ensure the smooth transition of assets and the preservation of your wealth for future generations. Estate planning a critical component of responsible financial management and ensuring that your loved ones will be taken care of after you are gone and your legacy is preserved. We recognize that each client has unique circumstances and are committed to providing personalized and comprehensive solutions tailored to meet specific needs, goals, and family dynamics.

Services Offered:

  • Wills and Trusts Drafting: We specialize in the preparation of wills and trusts that reflect our clients’ intentions regarding the distribution of their assets.
  • Probate Avoidance: We implement strategies to minimize the impact of probate, ensuring a more quick and efficient transfer of assets.
  • Asset Protection: Proactive strategies to safeguard our clients’ assets from potential risks and liabilities is part of our process. Our attorneys work to develop customized plans that shield wealth from creditors, legal judgments, and unforeseen financial challenges, preserving the financial well-being of our clients and their beneficiaries.
  • Power of Attorney & Health Care Directives: Drafting documents that empower trusted individuals to make financial and healthcare decisions on your behalf in case of incapacity.
  • Business Succession Planning: Business owners can rely on our expertise to develop comprehensive succession plans that ensure smooth transition of ownership while preserving the continuity and success of their businesses.
  • Special Needs Planning: Designing plans to provide financial security for family members with special needs, ensuring their ongoing care and support.
  • Tax Planning: Recognizing the impact of taxes on estates, our teams work with your accountant to advise on tax-efficient strategies to minimize estate taxes and preserve wealth for future generations.

Probate

At Beighley, Myrick, Udell, Lynne, + Zeichman, our Probate practice is dedicated to providing individuals and families with compassion and expert guidance through the legal processes associated with administering estates. Many clients are surprised to learn that having a will does not avoid probate and we understand that navigating the complexities of this process while coping with the loss of a loved one is a challenging and emotionally taxing experience. Whether you are an executor, administrator, or heir, our experiences attorneys are here to provide the support and legal expertise needed to navigate the probate system efficiently.

Services Offered:

  • Estate Administration: We guide executors and administrators through the probate process from start to finish. Our goal is to alleviate the administrative burdens associated with probate, including handling the necessary filings, allowing clients to focus on honoring the wishes of their deceased loved one.
  • Estate Inventory and Valuation: Our team helps in the through inventory and valuation fo estate assets, ensuring accuracy and compliance with legal requirements. From real estate to personal property and financial assets, we work diligently to provide a comprehensive overview of the estate’s value.
  • Creditor Claims & Debt Resolution: We manage and resolve creditor claims against the estate, negotiating on behalf of our clients to ensure fair and equitable distribution of assets while minimizing the impact of outstanding debts.
  • Distribution of Assets: BMU Law will help facilitate the orderly distribution of estate assets to beneficiaries in accordance with the decedent’s wishes and applicable law.
  • Guardianship and Conservatorship Proceedings: If guardians or conservatorship is necessary for minors or incapacitated individuals, our attorneys are able to guide clients through the process to ensure appropriate protection and well-being for them.

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    MIAMI-DADE COUNTY

    • 2601 S Bayshore Dr. Suite 770
      Miami, FL 33133
    • Phone: (305) 349-3930
    • Fax: (305) 349-3931

    BROWARD COUNTY

    • 1255 W. Atlantic Blvd, Ste 314
      Pompano Beach, FL 33069
    • Phone: (954) 784-3298
    • Fax: (954) 784-1282

    PALM BEACH COUNTY

    • 2385 Executive Center Drive Suite 250
      Boca Raton, FL 33431
    • Phone: (561)-549-9036
    • Fax: (561) 491-5509

    TREASURE COAST

    • 759 SW Federal Hwy #201h
      Stuart, FL 34994
    • Phone: (561) 549-9036
    • Fax: (561) 491-5509
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