We are here to help you plan to avoid probate or represent you in probate court. We are also experienced in assisting with the preparation of estate tax returns, fiduciary accounting, settling creditor’s claims, and trustee representation.
The team at Bach, Jacobs & Byrne, P.A handles ancillary estate administration in Florida for non-resident estates. Contact the firm if you need assistance with ancillary administration.
There is more to estate planning than just avoiding or reducing estate taxes. The ultimate result of estate planning is preservation and distribution of your life’s savings consistent with your wishes and desires. Qualified estate planners will let you stay in control, even at the end of your life. We have developed a personalized approach to holistically analyze your family situation and your wishes. We take time with you to discuss your estate planning goals and help you to best achieve them. One of our specialties is in helping clients with high net worth estate planning.
One of our specializations is in asset protection planning for Medicaid. We can help you determine you or your loved one’s qualification for Medicaid, fill out the application form, and follow the best route to protect your assets.
Tax planning involves determining the most tax-efficient way to meet your financial goals and follow your financial plan. We can assist you in giving gifts to your children, grandchildren, and beneficiaries with minimal gift taxes. Our Florida Board Certified tax attorney Fredric Jacobs specializes in gift and estate tax planning for high net worth individuals and families.