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Offering recommendations and discussion to make your planning simple, efficient and worry-free.
Estate Planning & Strategies
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit? Should the inheritance be given at a certain age? Is the intended beneficiary in a shaky marriage with divorce as a possibility? Are there children from a previous marriage? Should inheritance be protected from potential creditors of the heir? Are there taxes that can be avoided? Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you’re gone can seem frustrating and intimidating without qualified help. You may feel that you’re too young to care about estate planning. Or, perhaps the reminder of death makes you uncomfortable. You might be tempted to put the whole thing off, assuming that it will just take care of itself. In all cases, estate planning ends up saving your family lots of time, heartache and money. And we can help.
Every estate planning situation is different. In order to help you, we want to know you, your unique situation, and the nature of your relationships. We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free. We are available throughout the process for further discussion regarding questions, change of circumstances, and alternatives. At every step, we’ll be there with you.
We help you…
- Clearly define your estate planning goals.
- Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
- Evaluate and recommend estate planning options.
- Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
- Decrease the problems and expenses associated with probate.
- Lessen taxes at time of death.
- Arrange for management of your estate in the event you are incapacitated.
- Draft a working plan for conserving and effectively managing your estate after death.
- Transfer the assets of your estate to heirs the way you want.
- Organize fair and adequate liquidation of estate to cover taxes and other expenses.
- Amend your plan as needed.
We offer discussion, recommendations and useful research tools to make your planning simple, efficient, and worry-free.
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Find Out What You Could Be Saving
One conversation is usually enough to see where the opportunities are — and we will tell you honestly if there aren’t any. No obligation, no jargon, no pressure.
Answers
Estate Planning FAQs
Am I too young for estate planning?
You may feel that you’re too young to care about estate planning, or the reminder of death may make you uncomfortable. In all cases, estate planning ends up saving your family lots of time, heartache and money. If you have children, property, or a business, the plan matters now.
Does Florida have an estate or inheritance tax?
Florida imposes no state estate tax and no inheritance tax. Federal estate tax still applies above the federal exemption, and estates with property in other states can face tax there. Probate in Florida also carries its own rules, delays and costs — which is often the more immediate planning issue for families here.
Do you replace my attorney?
No. We help you organize and create your estate planning team — experts on law, finance and taxes — and we work alongside your attorney rather than in place of one. Our role covers the financial and tax side: evaluating and recommending options, reviewing documents, lessening taxes at time of death, and preparing for estate and trust tax problems.
What happens if I become incapacitated?
Arranging for management of your estate in the event you are incapacitated is part of the plan, alongside health care directives and power of attorney. It is the piece most often left undone, and the one families most often need first.
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