Boyes, Farina & Matwiczyk

Leverage. Insight.


Estate Tax and Gift Tax Planning Palm Beach

Final Chapter

Close the book with certainty.

Estate Tax and Gift Tax Planning Attorneys

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 way 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.

We provide guidance and representation for:

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

Leverage. Insight. Call: 561.694.7979 or Toll Free: 888.653.2074 and speak directly with our attorneys.