Florida Family Wealth Transfer Attorney
Advanced planning can prevent significant problems later
Estate planning often stops short by describing how assets will transfer to the next generation, but without preparing the next generation for the responsibilities that come with acquired wealth. This can result in poorly prepared beneficiaries, disputes over assets or the future of a family business. It is important that those who will be the recipients of assets are educated and ready to take on new roles and responsibilities as the family financial dynamics shift.
Sonia M. Pawluc assists clients in creating comprehensive wealth transfer strategies, with careful thought given to each family’s individual situation. This assures that assets are managed effectively during one’s lifetime while protecting the financial interest of the family and loved ones after a death. If businesses are part of your estate, their structures should be examined in conjunction with your estate planning documents.
Providing experienced advice regarding transferring family wealth
You have worked hard your entire life to build your investments, your business and other assets. Is it time to think about how that wealth will transfer to family members?
There are several ways assets may be transferred in addition to dispositions under wills and trusts. We will review your assets one by one to determine how best to transfer your assets in coordination with your estate plan.
Finding a solution that fits your needs
Many of our clients are business owners who want to assure they can pass along their businesses. Other clients are concerned with leaving a legacy to a favored charity. In either event, we have tools to assist with these types of wealth transfer.
We offer personalized advice based on your unique situation. We learn about your wishes for the future and strive to meet your needs with various estate planning tools. We can help you with wealth transfer options, including:
- Living trusts
- Marital trusts
- Charitable trusts
- Generation-skipping trusts
- Special needs trusts
- Life insurance trusts
Contact a knowledgeable family wealth transfer lawyer
Family wealth transfer options can be confusing and complicated. Contact Sonia M. Pawluc to learn which option is best for you. Call 772-463-2600 or contact us online to schedule your initial consultation at our Stuart, Florida office.