Fort Lauderdal CPA
Services - Estate Planning CPA in Fort Lauderdale Florida
 
 
       
       
 

Florida Estate Planning Services

Estate planning on your own can be complicated and costly in Florida. Florida has very specific guidelines on estate planning and mistakes can be costly and time consuming. 

There is a wide variety of issues to discuss when preparing for estate planning in Florida.  The list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?

Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.

You may feel that you're too young to care about estate planning.  Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money.

And we can help.

The experienced staff at the offices of Charles A. Krblich, P.A. in Fort Lauderdale, Florida know that every estate planning situation is different.  Our firm has long concentrated on the practice of estate and trust tax planning, compliance and administration. Whether you are small business owner, professional, career employee, personal representative, executor, attorney or guardian; or whether you have had a loved one pass away, our experienced staff can answer any questions you have about Florida estate planning and trusts.

In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we'll be there with you.

We help you...

  • Clearly define your estate planning goals.
  • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
  • Evaluate and recommend estate planning options.
  • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
  • Decrease the problems and expenses associated with probate.
  • Lessen taxes at time of death.
  • Arrange for management of your estate in the event you are incapacitated.
  • Draft a working plan for conserving and effectively managing your estate after death.
  • Transfer the assets of your estate to heirs the way you want.
  • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
  • Amend your plan as needed.
You also get help with...
  • Living Wills and Trusts.
  • Lifetime Family Wealth Transfers.
  • Family partnerships and other business relationships.
  • Leaving money to charities.
  • Preparation for estate and trust tax problems.
The hassles and red tape associated with estate planning in Florida can be daunting, but you don't need to do it alone. Our team is waiting to assist you through every step of the process.

If you are looking for a Florida CPA in Fort Lauderdale, Florida that offers estate planning services, please contact us today.

 

 
     
 
We offer services in the following areas: 
 
Audits, Compilations and Reviews
Condominium Accounting Services
Bookkeeping, including Payroll
Tax Return Preparation
Tax Preparation
QuickBooks Support

 
 

 
If you are looking for a CPA in Fort Lauderdale, Florida that offers personal and corporate tax services, then contact us today.
 
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Florida CPA in Fort Lauderdale Condo Finance Accounting
 
Charles Krblich, CPA specializes in the unique accounting and financial service needs of condominium entities including condominium associations, cooperatives, town homes, homeowner associations and real estate management firms.  

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 CONTACT US:
 

 

Charles Krblich, CPA

1119 Southeast Third Ave.
Fort Lauderdale, Florida 33316
PH: 954-764-4554
FX: 954-764-2336
Email: info@cakcpa.net 
 
 

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