Estate Planning

Attorneys Helping Cape Coral and Fort Myers Residents Strategize for the Future

Planning for your future is extremely important. Many people think that if they do not own a large number of assets, estate planning is not important. This could not be further from the truth. Regardless of whether you have a complicated set of assets or whether you simply want to ensure that your wishes are carried out upon your death, an estate plan is well worth the time and thought required to craft it. A will or trust should be individual to your needs and tailored to achieve your objectives. Although you can download simple forms and other tools to create a plan, they often fail to consider unique aspects of your finances, assets, and wishes. At the Martin Law Firm, our Fort Myers and Cape Coral estate planning lawyers have prepared many estate plans for Southwest Florida residents, addressing a wide variety of issues and situations. As a result, we are prepared to help you ensure that you are doing all that you can to protect your financial future and to ensure that your wishes will be respected. Our firm assists clients from offices in Cape Coral, Fort Myers, Naples, Tampa, and Miami.

Understanding the Varied Aspects of Estate Planning

In general, an estate plan is intended to ensure that your wishes regarding the disposition of your estate happen smoothly and result in a low amount of risk. Estate plans are also intended to provide for certain tax-based considerations and to set up an individual to have a sufficient income in the final years of their life. It is rare for two people to have an identical situation and set of priorities, which means that each estate plan must be drafted carefully to account for the unique aspects of your needs. Some of the most common considerations that may arise include planning for the succession of a family business, ensuring that you will be provided with health care in the event that your health declines, designating powers of attorney in advance, setting up charitable donations, and protecting your assets. Our estate planning attorneys also advise Cape Coral and Fort Myers clients on setting up a probate plan, which involves designating the person or persons who will be responsible for administering your estate upon your death. Although it may seem daunting to plan for all of these variables, we take the process one step at a time and can ensure that you have a full understanding of your options at each juncture.

Common Legal Instruments Used in Estate Planning

According to Florida law, if an individual dies without an estate plan, there is a predetermined method for the division of their assets. In general, your assets will pass to your heirs according to a specific hierarchy. Many people are unsatisfied with this method, however, and wish to provide for a different division or treatment of their assets upon their death. There are two common legal instruments used to help people create an estate plan. The first is called a will, which consists of a testamentary document that delineates where you want your assets to go upon your death. The will provides instructions to a specific individual regarding the dissemination of your assets, which can include property, money, and real estate. The other common legal instrument with which our estate planning lawyers can assist Cape Coral and Fort Myers residents is known as a revocable living trust. A trust is rather different from a will because it requires an individual to transfer the legal ownership of their assets to the trust and to appoint a trustee to manage the assets according to a predetermined plan. The individual who sets up the trust can appoint additional beneficiaries to take their place upon their death. Many people prefer this option because it usually avoids the need to go through probate.

Contact a Knowledgeable Fort Myers or Cape Coral Estate Planning Attorney

If you have been wondering about estate planning or have been intending to set up an estate plan, you should not wait any longer. At the Martin Law Firm, we recognize how critical it is to ensure that your affairs are in order, to minimize the risk of litigation after your death, and to work with an attorney who is equipped to consider the unique aspects of your financial situation. We proudly serve people throughout the region, including in Tampa, Miami, and Naples, and we offer a free consultation to help you learn more about your legal options and how we can help you achieve a more secure future. Call us now at 1-844-465-4357 or contact us online to set up your appointment.

Client Reviews
Very professional law firm.The support staff does not try to blow you off or make judgments on your case or incident, when you initially call for help. They get you in quickly to see one of their very qualified experienced attorneys. The follow up is great and they keep you up dated through out your case and litigation.
★★★★★
My wife and I have retained The Martin Law Firm to assist us with an important legal problem. They exhibit professionalism and kindness. I wouldn't hesitate to recommend them for your legal needs. Larry N.
★★★★★
The Martins have always treated our concerns with a professional and courteous manner. They, as well as their associates, are always available to answer questions in a way that is easy to understand. Thank you for handling our legal concerns. Anita S.
★★★★★
Professional courteous staff that helped me through such a confusing time. Always there to answer all my questions no matter how big or small. They made a difficult situation seem much easier to go through thanks to all their hard work, communication and friendliness. Oscar R.
★★★★★
The Martin Law firm is top notch from the office staff to the attorney's. They are quick to respond to email and phone messages and you feel incredibly valued as a client during and after the court proceedings. We highly recommend them and will continue to use them in the future if the need arises. Scooter C.
★★★★★