Estate Planning
The E. Steven Lauer, P.A. law firm in Vero Beach provides clients with estate planning strategies that allow the legal transfer of assets and estates. They also offer Vero Beach legal wills, estate, probate, and tax litigation services.
Securing financial health for your family’s future
This firm’s estate planning process helps clients' family’s financial health by ensuring that clients' assets are preserved, enhanced, and protected during his lifetime, as well as distributed according to his intentions after he is gone. The firm determines the most appropriate methods to register clients' assets, outline provisions for their disbursement, and provide individual counsel to devise a solution that suits each client best.
A long-term professional partnership for your estate
E. Steven Lauer, P. A. also assists Vero Beach families explore wealth-management options. This firm’s collaborative estate planning process is one that can help clients accomplish the following:
- Develop a financial statement and comprehensive overview of clients' assets
- Determine estate planning objectives, which may include minimizing taxes, providing trusts for family members, and establishing charitable beneficiaries
- Recommend the best way to register assets, including the use of:
- Wills
- Trusts
- Powers of attorney
- Living wills
- Family foundations
- Family partnerships
- Health care surrogates
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- Advise of changes in legislation that could affect registered assets
- Plan for the administration of trust and estate
Vero Beach estate planning
Family and business matters can be complex and draining for Vero Beach residents. Estate planning can help in complicated situations such as:
- Mom and dad are getting older, and they haven't planned for their estate. How do I protect the family’s financial interests?
- My younger sister is unemployed, lives with our parents, and is spending their money. How can I protect what they've worked so hard to earn?
- My father’s girlfriend is 30 years younger, and I'm afraid she is using him for his money. What can I do to protect his assets?
