Providing Domestic and International Estate and Gift Tax Planning Services

Jorge L. Gurian, P.A. offers comprehensive estate and gift tax services that are designed to protect your assets and ensure that your wishes are honored. Our approach provides a blend of personalized legal strategies and years of expertise to help you and your loved ones navigate the complexities of planning for the future.

Comprehensive Estate Planning

For us, estate planning is more than just drafting a will — it’s about creating a strong framework for the division of your assets, protecting your legacy, and minimizing tax liabilities. Our services include:

  • We assist clients in establishing clear directives for asset distribution, including the creation of living wills. Jorge L. Gurian, P.A. also provides support in managing living trusts.

  • Let us help ensure that your legacy and assets are entrusted to trusted individuals, with provisions like a durable power of attorney, to make financial and healthcare decisions on your behalf if you become incapacitated.

  • Our law firm can help draft advance directives to specify your unique medical care preferences in case of serious illness or injury.

Minimizing Estate and Gift Taxes

Minimizing estate and gift tax liabilities is a crucial element in the preservation of wealth and assets, and we can help you navigate the complexities of this process.

With our guidance, you can take full advantage of state and federal tax exemptions as well as build effective structures for tax-efficient transfers.

Regardless of your goals, we tailor our approach to align with you financial desires while also protecting your assets.

Gift Tax Planning

Jorge L. Gurian, P.A. also offers specialized gift tax services to help reduce your taxable estate while maximizing asset transfers.

  • We can help you set up the framework needed to take advantage of the annual federal gift tax exclusion to minimize tax liabilities on gifts.

  • We work with clients to help design the foundation for charitable giving plans that benefit both you and the organizations you support (while also providing tax advantages).

  • Jorge L. Gurian, P.A. helps business owners establish a strategy for the successful transfer of their business with minimal tax impact.

Plan for Tomorrow, Today.

Your legacy matters. Contact Jorge L. Gurian, P.A. for estate planning and gift tax services that will protect your assets and give you and your loved ones peace of mind.