Accurate advice. Cost-effective solutions.

Comprehensive Estate Planning And Probate Services

Block & Scarpa provides a comprehensive approach to the needs of each of our clients and their family. Our firm helps clients create and implement estate plans to best suit their needs. We work closely with each client to ensure that each individual’s estate plan meets their wishes in the clearest and most beneficial way possible.

Estate plans can include documents such as a durable power of attorney, a last will and testament, a living will and designation of a health care surrogate, a preneed guardian designation, revocable and irrevocable trusts, and business succession plans among other things. Our firm advises clients on gift making and charitable giving.

Periodic Review Is Necessary

Estate plans are essential to ensure proper fulfillment of a person’s wishes and should be reviewed every few years to ensure they still meet the client’s needs. Additionally, out-of-state estate plans should be reviewed when a person moves to Florida to ensure that they take advantage of Florida’s unique statutes and protections.

Helping You Navigate Homestead Laws

Block & Scarpa advises its clients on Florida’s distinctive Homestead laws and the unique benefits they can provide. Florida has generous homestead protection that can provide residents with great benefits if utilized properly. Although the laws were created to protect the homestead, when incorrectly utilized and misunderstood, the laws can have unintended and unwanted consequences.

Florida homestead laws include protection from creditors, real property tax exemption, including the “save out homes” cap, and transferability restrictions. Our firm helps clients recognize and employ Florida’s homestead laws to their advantage and eliminate unintended consequences.

Legal Protection For Disabled Adults And Minors

Block & Scarpa helps our clients establish and maintain guardianships for disabled adults and minor children. Guardianships can be a solution to ensure a loved one is properly protected both physically and financially.

Our firm guides our clients through the establishment of guardianship by preparing all the necessary documentation and forms and attending hearings. Our attorneys advise our clients on the duties of the guardian and ensure the proper procedure is maintained throughout the existence of the guardianship to ensure the loved one’s well-being. Additionally, our attorneys dispute guardianship cases to ensure that our clients are not having improper control placed over them and to ensure that their rights are secured.

We Understand The Tax Repercussions Of Planning

In addition to a standard law degree, Mr. Block holds a LLM degree in taxation law. This deep dive into tax law allows us to provide clients with an in-depth analysis of the tax ramifications of their estate plan. The choices you make up front will have a significant impact on how your assets are taxed in the future. We will carefully evaluate all of your options and steer you towards the plan that provides your assets with maximum protection.

Contact Us To Discuss Your Plan

Call our Vero Beach office at 772-794-1918, or our Fort Lauderdale office at 954-546-7599. You may also contact Block & Scarpa online to schedule a consultation.