Estate Planning

The estate planning process should not be limited simply to will drafting and testamentary transfers. In the process of arranging for the ultimate disposition of your accumulated assets and possessions, other considerations should be taken into account, such as reducing the potential tax liability of your estate and whether you have adequate funds, including life insurance proceeds, to provide for your family in the event of premature death.

Therefore, we must consider a wide variety of estate-planning options, many of which will benefit you and your loved ones before you die, such as trusts, living trusts, and the restructuring of family business interests. It is also very important to consider the potential estate planning consequences of your financial, personal and business activities. An ongoing dialogue with us will help to ensure the orderly development of an advantageous estate plan and may eliminate the subsequent need for restructuring business interests for estate planning purposes.

The ultimate goal in all estate planning situations is to fulfill your wishes for the disposition of your estate in the simplest and most risk-free manner possible, while minimizing tax liability and insuring liquidity in the estate. However, each person's circumstances are different, making it is impossible to set forth a rigid formula that applies in all cases. We must analyze your situation carefully in order to custom craft a plan that is suited specifically to your needs.
 

We can help you with the following:

  • Asset protection planning
  • Charitable planning
  • Durable Powers of Attorney
  • Eldercare law
  • Estate planning
  • Estate, gift and generation-skipping transfer tax planning
  • Family business succession planning
  • Guardianship administration
  • Income tax planning
  • Living wills, durable powers of attorney and health care powers
  • Premarital agreements
  • Probate administration
  • Probate, trust, and guardianship litigation
  • Trust administration
  • Wills and trust preparation
 
 
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Experienced estate planning attorney joins firm

January 10, 2012

Via NEWS-PRESS – LEE COUNTY, Fla.-  Written by Nancy Oben  noben@news-press.com For Thomas E. Shi ...

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Experienced estate planning attorney joins firm

January 2, 2012

For Thomas E. Shipp Jr., some of his best days are when clients write him a note saying thank you. ...

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Need for Periodic Review

March 4, 2011

Your estate plan should be based on your desires, family situation, estate size, and on applicable l ...

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