Thank you for taking the time today to show me the estate planning documents and for making sure that everything will be in order with my estate soon. I also want to compliment you on being such an easy person to talk to. I am very grateful and happy that I chose you as my attorney. Client 2015
ESTATE PLANNING ARTICLES
A key aspect of estate planning in Manantee County Florida (Lakewood Ranch, Bradenton, Palmetto, Ellenton, Parish, ..) is appointing a person whom you trust to act on your behalf in financial and medical matters when you are unable to act on your own behalf (due to illness or disability). Even Lakewood Ranch Florida residents with modest wealth should consider the creation of a Florida Revocable Trust to achieve his or her ultimate disposition and goals. A Florida Revocable Trust can safeguard assets should you no longer be able to handle your affairs, provide for children from a previous marriage, hold money for minors (ensuring they can't spend it all the minute they reach majority or receive it); prevent funds from being eroded by spendthrift family members; and protect your assets should guardianship proceedings be commenced against you. A Florida trust can also protect assets from creditors and former spouses, whether yours or those of your heirs.
Our goal is to help you preserve your Manatee County Florida assets for the benefit of your heirs, at the lowest possible estate tax rate, and protect them from creditor claims.
When beginning the Florida estate planning process there is no substitute for highly qualified experienced Florida legal guidance. We take the time to get to know you and help you define your goals so that we can advise you of the Florida estate planning strategies best suited to achieve your goals. At a minimum, every Lakewood Ranch FL resident should have these primary estate planning documents:
· Last Will & Testament
· Power of Attorney
· Health Care Surrogate Directive
· Living Will
· Pre-Need Guardian Declaration
Regardless of the size of your wealth it is important to have a Florida estate plan in place in case of incapacity and to handle distribution of your assets at death. Every Lakewood Ranch, Bradenton and Sarasota Florida resident has an estate (home, personal property, investments, bank accounts, and retirement accounts). A Florida estate plan can assist in the following areas: (i) avoiding having the state of Florida determine to whom your Florida estate will descend; (ii) Name a guardian for your children; (iii) Outline personal preferences and desires; (iv) Provide for heirs with special needs; and (v) Plan for incapacity (by avoiding guardianship proceedings).