Thorough Estate Planning With A Focus On Your Peace Of Mind

If you are considering how best to protect your assets and legacy for those you leave behind, you need to speak with a knowledgeable estate planning lawyer. Whether you need a basic last will and testament or a comprehensive estate plan to transfer your property smoothly, precision in creating the proper legal documents is essential. You deserve to work with a lawyer who has a strong command of Florida probate law, as well as state and federal tax law. The Law Offices of Robert Craig Wallach, P.A., in Coconut Creek, is a formidable resource for individuals and families facing estate planning and probate matters.

Turn To A Former Financial Analyst To Discuss Your Estate Plan

Attorney Robert Wallach draws on years of experience as a financial analyst to evaluate the best path to achieving the specific needs of his clients. He holds a Master of Science in Finance and a Master in Tax Law (LL.M). His financial acuity and legal acumen are valuable resources to give clients and their families peace of mind in estate planning and probate. He provides legal solutions to minimize your state and federal taxes and plan for a smooth transition to the next generation. The firm assists individuals, families, business owners, executives, professionals and other high net worth individuals whose estates would be subject to significant estate taxes.

Robert is a highly skilled tax and estate planning attorney who will guide you through the steps to creating an individualized plan that focuses exclusively on your goals. As every household and every family are different, you do not need a cookie-cutter approach. Attorney Wallach will explain the legal tools that apply to your unique circumstances and how the tools fit into your estate plan to allow you to make solid decisions about your family's future. He is adept at providing complete counsel and representation in matters such as:

  • Drafting wills and creating trusts that specifically address your goals
  • Providing other essential advance directives and powers of attorney to ensure your wishes are followed should you become disabled or incapacitated
  • With his advanced tax law knowledge, he is highly skilled in developing complete estate plans that take tax consequences into account
  • Handling all aspects of probate and estate administration, including tax filings

Arrange A No-Pressure, Free Consultation

If you have questions or need counsel on any matter involving wills, trusts, probate or other estate matters, call 866-593-5966 or contact the firm online. The initial consultation is free. The Law Offices of Robert Craig Wallach, P.A., is based in Coconut Creek. Robert can also arrange to meet you by appointment in his West Palm Beach location.