“Proper estate planning will give you the peace of mind that only comes with knowing that your legacy will be protected and your personal wishes fulfilled.” — Brian C. Perlin
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Probate and estate administration are the processes through which estate assets are transferred after death. Assets to be transferred under the terms of a will go through probate. Assets transferred outside of a will, such as by operation of law, or those planned for in a trust, are handled through an estate administration process. Estate administration also refers to the process whereby assets are transferred by rules of the state, when there is no will
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Estate planning are the plans one makes during life, to ensure assets are disposed of and wishes followed at the time of death. Estate planning also incorporates documents critical to ensuring another individual can make decisions on your behalf during your lifetime, should your health interfere with your ability to make these decisions for yourself. Such documents include wills, revocable living trusts, irrevocable trusts, durable powers of attorney, and health care documents.
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Elder law is another aspect of estate planning, focusing primarily on the needs of seniors. Issues of aging include senior housing and home care, long-term (or nursing home) care, guardianships and health care documents, Medicare and Medicaid.
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Asset protection planning is designed to shield assets against risks posed by lawsuits, potential creditors, or pending bankruptcy. Asset protection is especially important for professionals and business owners whose personal assets may be at risk in the state of Florida.
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The federal estate tax is an excise tax levied on the transfer of a person’s assets after death. Legal planning to avoid or minimize federal estate taxes is both a prudent and an important aspect of comprehensive estate planning.
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A family business that took decades to build can be destroyed overnight. The retirement, disability or death of a family business owner (or a key employee) can ultimately cause a family business to shut its doors. Without careful coordination of financial and estate plans, family businesses can fail upon a transfer of ownership without careful coordination of financial and estate plans.
Learn more about our Business Succession Planning services.
Special Needs Planning focuses on providing for the special needs of people with disabilities. Parents of children with special needs must make careful estate planning choices to coordinate all of the legal, financial, and special care needs of their children.
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We encourage contemplating a gift to charitable causes and recommend employing tax-advantaged strategies in order to maximize these gifts.
Learn more about Charitable Planning services.
“Aid & Attendance” and “Housebound” are government programs designed to help veterans and their surviving spouses receive the financial support necessary to ensure quality care as they age. Benefits may also be available for house-bound individuals that require daily assistance to maintain their health, dignity and safety.
Learn more about our Veterans Benefits services.