Estate
Planning, Advanced Directives, Probate, Elder
Law, What does it all mean?
The one common strand apparent in all of above
is that if you waited too long, your wishes might
be misplaced and the financial consequences can
be significant. It is unfortunate but the Legislature
of the State of Florida and Congress have written
the rules for these areas complex to keep the
lay person away from it.
The one redeeming thing is that if you plan ahead
with our firm, we can get your estate plan fine
tuned to care for you and your loved ones in the
event something were to happen. Our goal to make
these complex areas of law work towards your advantage.
It is so gratifying to us to see someone leave
our firm and know that we were able to save them
thousands in estate taxes, save them the hassle
and embarrassment of having to appoint a guardian
in the event of incapacity, and knowing that the
clients wishes for his/her family will be done
without the expensive hassle of probate. It is
also so disappointing to us to see someone who
decided to “do it themselves” for
estate planning, and see them make mistakes that
ended up costing the family thousands in taxes.
If probate, trust administration or estate taxes
must be paid, we will handle the paperwork for
you and make the process as easy as possible.
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