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Sound estate planning draws on many  disciplines and requires access to a variety of sources. At Comiter, Singer, Baseman & Braun, we work side-by-side with our clients to help develop comprehensive estate plans that meet their every need. Our clients are the focus of what we do, and we strive to build long-term relationships so that we can serve your needs for years to come. As a result, we work to make sure our clients are well informed and up to date on any developments in the estate planning industry. 

Florida Legal Resources

If you create a will or trust in Florida or plan on spending your final years here, your estate plan may need to comply with Florida state law requirements. The resources below include links to pertinent Florida state statutes and rules of procedures, court records, and court websites that many of our clients find helpful: 

Florida Rules

Florida Statutes

Florida Appellate Courts

Select Florida County Records

Select Florida County Official Records

Other Florida Legal Resources

Estate Planning Resources

A good estate plan is comprehensive and should address all of your personal and professional goals for wealth management. The intent is to protect your assets, maximize their value, and minimize your tax liability in order to preserve your wealth for generations to come. Careful estate planning draws upon multiple resources that can help you design a personalized, fully-realized estate plan that incorporates the most innovative tools available. The resources below help our clients understand the full breadth of the options that are available to them: 

Accounting Resources

Excellent estate planning relies heavily on accounting expertise. You need to understand the implications of current tax laws, choose a trustworthy accountant, and perhaps pick the best 529 plan for your children’s education. To help our clients better navigate the tax and accounting dynamics involved in estate planning, we’ve compiled the following resources for your benefit: 

General Legal Resources

The law serves as the foundation for your estate plan, and an experienced and knowledgeable Florida and Palm Beach County estate planning attorney is an indispensable member of your team. The resources below include lawyer directories and various general legal resources to give you an overview of the resources that are available. 

Governmental Resources

Estate planning often involves a complicated overlap of federal and state law. Your estate plan may require understanding the consumer price index and federal securities laws or may require that we access other governmental resources. Below are some links that you may find helpful: 

Legal Education and Research

Finally, we’ve compiled a list of legal resources that are helpful in staying ahead of the curve on various legal issues, including estate planning and related topics. 

Contact a Florida and Palm Beach County Estate Planning Attorney

Managing and protecting your wealth is no small task. Don’t risk what you’ve dedicated your life to building – the estate planning attorneys at Comiter, Singer, Baseman & Braun can help you protect your assets and your family’s future. To schedule an appointment with an experienced Florida and Palm Beach County estate planning attorney, contact us online or by calling 561-626-2101 or toll free at 800-226-1484.

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