Estate & Trust

Tax Planning

There is a right way and an infinite number of wrong ways to plan against estate taxes and gift taxes. There is no textbook answer to the question of which tax planning approach is right for you and your circumstances. We work closely with you to understand your estate planning needs and to develop and implement insightful plans for the conveyance of wealth to protect your assets, and heirs, from the uncertainties of taxes and economic conditions. 

Boyes, Farina & Matwiczyk in Palm Beach Gardens advises individuals and families in the planning and administration of substantial and complex estates and trusts, and in the areas of estate, gift, and generation-skipping transfer taxation.

We work with clients to construct sophisticated estate and tax plans that strategically and lawfully reduce exposure to tax and creditors. Our estate plans often include the use of life insurance trusts, closely held corporations, limited liability partnerships and corporations, and other similar planning techniques.

  • Premarital agreements
  • Business succession planning
  • Post-mortem planning
  • Generational planning
  • Special needs planning
  • Charitable foundations
  • Lifetime planning
  • Elective share and homestead planning

We Will Guide You Every Step Of The Way

You have a problem. We are problem solvers. Every solution begins as a conversation. You talk. We listen. From here, we begin.

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