Edelman P.A. specializes in estate planning, probate and trust administration. We are here to help you protect your assets and guarantee that you and your family’s financial future is secure. ... See MoreSee Less
If a beneficiary dies before you, a Beneficiary Designation may not allow you to detail alternate dispositions, whereas a Will or Revocable Trust would. ... See MoreSee Less
Benefits of a Trust include: 🌺 Protection against creditors of the beneficiary. 🌺 Protection against the beneficiary’s spouse in a divorce. 🌺 Tax benefits to the beneficiary and/or his descendants 🌺 Allowing the beneficiary to receive or continue receiving/qualifying for government benefits (e.g., Medicaid) 🌺 Provide professional management and investment of trust funds 🌺 Provide for the unique needs of a disabled beneficiary 🌺 A trust fund for charitable giving ... See MoreSee Less
Our clients are our #1 priority. We tailor our services to suit the individual needs of our clients. It is always our goal to be helpful and informative to our clients so that they can make intelligent, lucrative, and prudent decisions. ... See MoreSee Less
Complex conversations regarding money and the passing of a loved one are already challenging to have. Edelman P.A. eases the complication with a supportive process. ... See MoreSee Less
We take on the responsibility for your family's well-being after you pass. Edelman P.A guides you through the best options to make sure everyone is left in good hands. ... See MoreSee Less
At Edelman P.A., we specialize in estate planning to protect your assets and ensure your family’s financial security for generations. ... See MoreSee Less
Edelman PA helps in the administration of probate estates. We want to be as efficient and quick as possible when it comes to the distribution of a decedent’s assets after death. ... See MoreSee Less
Our clients are our #1 priority. We tailor our services to suit the individual needs of our clients. Our goal is always to be helpful and informative to our clients so they can make intelligent, lucrative, and prudent decisions. ... See MoreSee Less
An estate goes beyond a house. It includes cars, stocks, artwork, life insurance, pensions, and debt. Give us a call if you want to preserve your family's wealth. (561) 395-0500 ... See MoreSee Less
Find out how our services can help you maintain control of your property and protect and provide for your loved ones (561) 395-0500. ... See MoreSee Less
Edelman P.A. can draft your Will to reduce federal and state estate taxes. If you do not have a Will, your estate will pass under state law in a way that may defeat your intent. This could cause significant taxes, costs, and interfamily arguments. ... See MoreSee Less
Check out our latest post on Local Spotlight! ... See MoreSee Less
Beneficiary Designations
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Edelman P.A. specializes in estate planning, probate and trust administration. We are here to help you protect your assets and guarantee that you and your family’s financial future is secure. ... See MoreSee Less
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Happy Thanksgiving! We hope you have a wonderful day celebrating with friends and family! 🦃🥧 ... See MoreSee Less
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If a beneficiary dies before you, a Beneficiary Designation may not allow you to detail alternate dispositions, whereas a Will or Revocable Trust would. ... See MoreSee Less
0 CommentsComment on Facebook
Check out our latest post on Local Spotlight! ... See MoreSee Less
Skilled Professionals
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Benefits of a Trust include:
🌺 Protection against creditors of the beneficiary.
🌺 Protection against the beneficiary’s spouse in a divorce.
🌺 Tax benefits to the beneficiary and/or his descendants
🌺 Allowing the beneficiary to receive or continue receiving/qualifying for government benefits (e.g., Medicaid)
🌺 Provide professional management and investment of trust funds
🌺 Provide for the unique needs of a disabled beneficiary
🌺 A trust fund for charitable giving ... See MoreSee Less
0 CommentsComment on Facebook
Check out our latest post on Local Spotlight! ... See MoreSee Less
About us
www.localspotlight.com
Website Blog Article posted by Edelman PA about About us on Local Spotlight.0 CommentsComment on Facebook
Our clients are our #1 priority. We tailor our services to suit the individual needs of our clients. It is always our goal to be helpful and informative to our clients so that they can make intelligent, lucrative, and prudent decisions. ... See MoreSee Less
0 CommentsComment on Facebook
Happy Veterans Day! Thank you to our brave troops who served! 🇺🇸 ... See MoreSee Less
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Check out our latest post on Local Spotlight! ... See MoreSee Less
Future Plans
www.localspotlight.com
Website Blog Article posted by Edelman PA about Future Plans on Local Spotlight.0 CommentsComment on Facebook
Complex conversations regarding money and the passing of a loved one are already challenging to have. Edelman P.A. eases the complication with a supportive process. ... See MoreSee Less
0 CommentsComment on Facebook
We take on the responsibility for your family's well-being after you pass. Edelman P.A guides you through the best options to make sure everyone is left in good hands. ... See MoreSee Less
0 CommentsComment on Facebook
At Edelman P.A., we specialize in estate planning to protect your assets and ensure your family’s financial security for generations. ... See MoreSee Less
0 CommentsComment on Facebook
Edelman PA helps in the administration of probate estates. We want to be as efficient and quick as possible when it comes to the distribution of a decedent’s assets after death. ... See MoreSee Less
0 CommentsComment on Facebook
Call us to find out how our services can help you maintain control of your property and protect and provide for your loved ones! ... See MoreSee Less
0 CommentsComment on Facebook
Check out our latest post on Local Spotlight! ... See MoreSee Less
Family Plan
www.localspotlight.com
Website Blog Article posted by Edelman PA about Family Plan on Local Spotlight.0 CommentsComment on Facebook
Our clients are our #1 priority. We tailor our services to suit the individual needs of our clients. Our goal is always to be helpful and informative to our clients so they can make intelligent, lucrative, and prudent decisions. ... See MoreSee Less
0 CommentsComment on Facebook
An estate goes beyond a house. It includes cars, stocks, artwork, life insurance, pensions, and debt. Give us a call if you want to preserve your family's wealth. (561) 395-0500 ... See MoreSee Less
0 CommentsComment on Facebook
Check out our latest post on Local Spotlight! ... See MoreSee Less
Revocable Trust
www.localspotlight.com
Website Blog Article posted by Edelman PA about Revocable Trust on Local Spotlight.0 CommentsComment on Facebook
Find out how our services can help you maintain control of your property and protect and provide for your loved ones (561) 395-0500. ... See MoreSee Less
0 CommentsComment on Facebook
Edelman P.A. can draft your Will to reduce federal and state estate taxes. If you do not have a Will, your estate will pass under state law in a way that may defeat your intent. This could cause significant taxes, costs, and interfamily arguments. ... See MoreSee Less
0 CommentsComment on Facebook