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  • Home
  • About Us
    • Our Team
  • Services
    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
      • Accounts Payables Management
      • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
CONNECT WITH US
MAKE A PAYMENT
  • Home
  • About Us
    • Our Team
  • Services
    • Tax Planning & Compliance
      • Income Tax Return Preparation
      • International Tax Compliance
      • Tax Consulting
      • Estate Planning
    • Audit & Assurance
      • Financial Statements
      • Employee Benefit Plan Audits
    • Risk Advisory
      • Internal Audit Outsourcing
      • Sarbanes–Oxley
        Assistance (SOX)
      • System & Organization
        Control (SOC)
      • Other Advisory
    • Accounting & Advisory
      • Accounting & Bookkeeping
      • Payroll Outsourcing
      • Accounts Payables Management
      • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
logotype
logotype
  • Home
  • About Us
  • Our Team
  • Tax Planning & Compliance
    • Income Tax Return Preparation
    • International Tax Compliance
    • Tax Consulting
    • Estate Planning
    • Financial Planning
  • Audit & Assurance
    • Financial Statements
    • Employee Benefit Plan Audits
  • Risk Advisory
    • Internal Audit Outsourcing
    • Sarbanes–Oxley Assistance (SOX)
    • System & Organization Control Solutions (SOC)
    • SOC for Cybersecurity
    • Other Advisory
  • Accounting & Advisory
    • Accounting & Bookkeeping
    • Payroll Outsourcing
    • Accounts Payables Management
    • Advisory Services
  • Resources
    • Individual Intake Forms
    • Business Intake Forms
    • Make a Payment
    • Upload Documents
  • Careers
  • Insights
  • Connect With Us
  • Make a Payment
Estate Planning
HomeEstate Planning

Navigating Your Future, Protecting Your Legacy.

Estate planning can be overwhelming, there are many factors that need to be considered. Everything from taxes, probate, appraisals, IRA’s, 401K’s, annuities, life insurance, eligibility of heirs, and more.

No matter where you are in the process of estate planning we can help. When it comes to estate planning, we understand that no two individuals are alike. For this reason, we will take a personal approach and work closely with your team of estate planning professionals, such as attorneys.

Extensive Experience Estate Planning

How can estate planning save you tax dollars?

Are you able to avoid the probate court rules, delays, and costs?

Could an heir be too young to inherit?

Should the inheritance be given at a certain age?

Is the intended beneficiary possibly getting a divorce?

Are there children from a previous marriage?

Should inheritance be protected from potential creditors of the heir?

Transform your financial strategy into a pathway to success with LerroSarbey.

As your strategic partners, we are committed to guiding you through the complexities. Our expertise in tax planning, compliance, and cutting-edge solutions ensures your financial goals are within reach.

request a Quote
561-995-0064

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Boca Raton

1499 West Palmetto Park Rd
Ste. 107
Boca Raton, FL 33486

Fort Lauderdale

500 East Broward Blvd
Ste. 1650
Fort Lauderdale, FL 33394

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