Tax & Estate Planning – Pompano Beach, FL

When taxes and estate documents pull in the same direction, your wishes are easier to carry out. Our high-touch tax & estate planning in Pompano Beach, FL brings clarity to beneficiaries, titling, withdrawal strategy, and legal coordination—so more of what you’ve built reaches the people and causes you care about. From Lighthouse Point and Coral Ridge to Boca Raton and Deerfield Beach, we tailor every recommendation to your South Florida lifestyle.

How We Map Your Tax & Estate Picture

Clarify Your Situation

We start by understanding family structure, assets, residency, charitable interests, and how you want wealth to move—during life and at passing.


Design & Align With Our Firm

Working alongside your attorney and CPA, we coordinate beneficiaries, account titling, withdrawal sequencing, and proposed structures so strategy and documents match.


Implement Cleanly

You get clear next steps and help with custodian forms and paperwork, keeping everyone on the same page.


Stay In Sync

You choose the cadence—phone, video, or in-person in Pompano Beach—and receive concise recaps and decision logs after each touchpoint.

What You’ll Walk Away With

(Tailored to your needs; examples may vary by engagement)

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Executive Summary of Intent

A concise, client-ready brief that spells out your priorities, how assets should move, and the principles guiding tax and estate decisions—without jargon.

Beneficiary & Registration Checkup

A snapshot of how key accounts and properties are titled today, highlighting mismatches or conflicts and noting items to confirm with your financial professional.

Counsel Coordination Checklist

A streamlined list of proposed actions—like updating documents, adjusting titling, or refining designations—organized for efficient review with your attorney and CPA.

Tax-Savvy Distribution Map

High-level guidance on drawing income and timing distributions, with options to help manage brackets, minimize surprises, and prepare for known cash needs.

Family Conversation Guide

Practical talking points and suggestions for sharing the essentials with loved ones, so expectations are aligned and responsibilities are clear.

Document Control & Access Plan

Recommendations for storing, tracking, and granting secure access to critical records—so the right people can find what they need when it matters.

Note: Exact outputs depend on the scope of engagement. We coordinate with your licensed attorney and CPA; we do not provide legal or tax advice.

WORKING TOGETHER

Key Areas We Coordinate With Your Legal & Tax Team

  • Beneficiary & Titling Alignment — IRAs, 401(k)/403(b), TOD/POD, brokerage, and real estate registrations to match intent
  • Will/Trust Coordination (via your attorney) — Align strategy with documents and desired distributions
  • Probate-Reduction Approaches — Attorney-directed structures to streamline transfers where appropriate
  • Tax-Aware Withdrawal Sequencing & RMD Planning — Order of distributions designed to manage brackets over time
  • Roth Conversion Evaluations — Scenario testing (including potential Medicare IRMAA impacts)
  • Capital-Gains Timing & Loss Coordination — Work with your CPA on sales, harvesting, and carryforwards
  • Charitable Giving Structures — Donor-advised funds; qualified charitable distributions when eligible
  • Florida Real Estate & Entity Considerations — Homestead, titling, and multi-state property coordination
  • Insurance-Based Liquidity — Life/LTC structures to help cover expenses or equalize inheritances
  • Business Succession Touchpoints — Buy-sell funding and ownership transitions coordinated with counsel


Built for South Florida Realities

Our guidance reflects how families live here. We balance Florida’s no-state-income-tax advantages with federal rules, navigate homestead and titling for primary vs. second homes, coordinate seasonal residency and out-of-state property for snowbirds, and prepare for hurricane season with secure record access and emergency liquidity—all while accounting for portfolios that often include Intracoastal/waterfront real estate and closely held businesses. It’s especially valuable for:



  • Retirees and pre-retirees with property across Broward and Palm Beach counties
  • Families seeking clarity for heirs and charitable impact
  • Business owners preparing for a transition
  • High-net-worth households wanting coordinated guidance across multiple advisors

How Tax & Estate Planning Powers the Rest of Your Plan

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Aligned With Wealth & Legacy Goals

We coordinate beneficiaries, titling, and tax-aware transfers so your intentions are executed cleanly—and revisit after life events to keep everything current.

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Insurance-Backed Liquidity & Care

Life and long-term care coverage can provide timely funds for taxes or expenses and help equalize inheritances; we right-size coverage and structure ownership/beneficiaries to fit your goals.

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Tax-Forward Investment Decisions

Portfolio design, risk, and withdrawal sequence are built around time horizons and tax efficiency so distributions support both lifestyle and legacy.

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Tax & Estate Questions We Hear Most

  • Do I still need estate planning if Florida has no state estate tax?

    Yes. Federal estate rules, income taxes on certain assets, and probate can still affect heirs. A coordinated plan helps reduce avoidable costs and confusion.

  • How often should we review beneficiaries and documents?

    At least annually—and after life events such as marriage, divorce, births, deaths, major purchases/sales, or a business transition.

  • Could Roth conversions increase Medicare premiums (IRMAA)?

    They can. Conversions may raise MAGI and trigger IRMAA; we evaluate potential impacts with your CPA before recommending action.

  • What are straightforward ways to support charity?

    Depending on eligibility and goals, options may include donor-advised funds or qualified charitable distributions. We outline choices and coordinate with your attorney/CPA.

  • We own property in multiple states—anything special to consider?

    Yes. Titling and trust use (implemented by your attorney) can simplify transfers and reduce multi-state probate exposure; we coordinate the financial side.

  • What’s the difference between tax planning and estate planning?

    Tax planning focuses on minimizing taxes during life and retirement; estate planning focuses on how assets pass. Working together, they help you keep more and transfer more effectively.

Next Steps

 Bring clarity to your taxes and estate so your plan works the way you intend. Schedule a complimentary consultation with our Pompano Beach team to begin.