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Estate Planning

Our attorneys have years of experience addressing the multigenerational needs of business owners, professionals, and high net-worth families. As a result, Guttenmacher, Bohatch & Peñaranda is adept at developing estate plans that reduce exposure to the depleting and potentially devastating impact of taxes, disputes and probate proceedings. However, we are well aware that wealth can also fall prey to unanticipated family events and unexpected medical crises.

Taking all these considerations into account, we develop creative solutions that apply our knowledge of the law as it relates to business, tax, trusts, estates and domestic partnerships. Our approach is a comprehensive, fully-integrated means to this end: an effective, tax-efficient strategy for minimizing risk while maximizing peace of mind for you, your family, employees, philanthropies, and other valued beneficiaries.

To achieve our clients’ estate planning goals, Guttenmacher, Bohatch & Peñaranda draws upon proficiencies in the following practice areas and instruments:

 

IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice that may be contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding any penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction(s) or tax-related matter(s) that may be addressed herein.

Guttenmacher, Bohatch & Peñaranda, P.A., serving South Florida from Palm Beach to Monroe County

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