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 ...
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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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 ...
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. ...
March 4, 2011
Your estate plan should be based on your desires, family situation, estate size, and on applicable l ...