Almost everyone accumulates real or personal property within their lifetime. Real estate, vehicles, bank accounts, stocks, family heirlooms and household items are all types of property that your named beneficiaries may inherit.
Estate planning protects these assets and transfers them efficiently from you to your heirs. Proper estate planning can save you and your heirs from increased tax liability and representation expenses. Most importantly, a comprehensive plan drafted by a knowledgeable estate planning attorney provides clarity regarding your wishes should you become incapacitated or when you are deceased.
Because rules and requirements change over time, and applicable Florida laws may differ from your original out-of-Sate plan, it may be time for you to consult with an experienced Lusk, Drasites and Tolisano, P.A. estate planning lawyer who address your unique situation, concerns and desires.
If you live in the Cape Coral, Fort Myers or Naples, Florida areas, contact us online or toll-free at (800) 283-7442 to set up an estate planning consultation.
Estate Planning Issues for Florida Residents
- Will formulation
- Trust drafting
- Durable Power of Attorney
- Health care advocate
- Living will
- Wealth preservation plan
- Asset distribution plan
- Dynasty trust
- Uniform probate code
- Estate tax