Who Is In Charge Of An Estate When There Is No Will?
April 28, 2012
On February 29, 2012 the Second District Court of Appeals issued an opinion involving the appointmen ...
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.
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Who Is In Charge Of An Estate When There Is No Will?
April 28, 2012
On February 29, 2012 the Second District Court of Appeals issued an opinion involving the appointmen ...
Creditor Claims for Florida Probate Estates
February 13, 2012
One of the purposes of the probate process is to manage debts owed to creditors of the deceased andt ...
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 ...