Estate Planning

Miami Attorney Who Handles Full Array of Estate Planning Issues

Estate planning is the process of planning the accumulation, conservation, and distribution of an estate in the manner that efficiently and effectively accomplishes your personal tax and non-tax objectives. A sound, comprehensive estate plan and a well-drafted will are essential to a family’s financial planning.

At Wermuth Panell Ortiz, LLC we handle all aspects of estate planning including business succession, disability, legacy, and gift planning. We always make sure that our clients are covered with the right level of protection and preparedness for their particular needs. Among the many services we provide for our clients, three of the most common are:

• Wills
• Trusts
• Advance Directives