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      Details

      General Info

      Since 1987, our focus has been on Estate Planning and Gift Tax Planning, and the use of Life Insurance to Pay Estate Tax. Our services are geared towards married couples with a net worth exceeding $10,000,000, and non-married persons with a net worth exceeding $5,000,000. We do not manage money, take custody of funds, or act in any fiduciary capacity. We concentrate on one thing; Wealth Transfer. We are serious people addressing serious problems.

      HoursOPEN NOW
      Regular Hours:
      Mon - Fri

      Contact Info

      Phone:

      Main - 561-998-3180

      Extra - 561-981-6243

      Address:
      2385 NW Executive Center Dr Boca Raton, FL 33431
      Link:

      http://www.ebsresponsiblewealth.com

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      Categories
      Tax Return Preparation, Financial Planning Consultants, Financial Services, Insurance, Tax Reporting Service, Taxes-Consultants & Representatives
      Neighborhood
      Southwest Boca Raton
      Associations
      Professional Advisory Board of a well known charity and on the Advisory Board of a nationally prominent life insurance company (ING Security Life of Denver). Member of the Greater Boca Raton Estate Planning Council
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      Data provided by one or more of the following: Thryv, Data Axle, Yext.