M Adam Bankier PA

M. Adam Bankier, P.A. is a legal practice specializing in estate planning and tax minimization strategies. Located in Delray Beach, Florida, the firm has been guiding individuals and families in planning their financial futures since 1986.

Our Expertise

The experienced attorneys at M. Adam Bankier, P.A. offer comprehensive estate planning solutions encompassing a wide range of legal instruments and strategies. We meticulously work with clients to:

• Coordinate financial assets: Optimize the management and distribution of IRA accounts, 401k plans, and other financial assets.
• Prepare legal documents: Creating comprehensive estate plans that include wills, trusts, and power of attorney documents.
• Plan for incapacity and death: Establishing measures to ensure the efficient management of assets and financial decisions in the event of incapacity or death.
• Minimize estate taxes: Implementing strategies to reduce estate taxes and maximize wealth transfer to loved ones.

Advanced Planning Solutions

In addition to traditional estate planning documents, our team specializes in advanced planning solutions such as:

• Revocable Living Trusts: Minimize probate, manage assets during incapacity, and streamline estate administration.
• Irrevocable Life Insurance Trusts: Maximize the utilization of life insurance proceeds for estate tax purposes and protect assets.
• Generation-Skipping Trusts: Distribute wealth across generations while avoiding estate taxes.
• Charitable Trusts: Donate assets to worthy causes efficiently and strategically.

Client-Focused Approach

At M. Adam Bankier, P.A., we prioritize open communication, clarity, and transparency throughout the estate planning process. We take the time to understand your unique circumstances, goals, and concerns. Our team works collaboratively with clients to create a customized estate plan that meets their specific needs and wishes. We are dedicated to empowering clients with the knowledge and guidance they need to make informed decisions about their financial legacy.