Nature and Function of Estate Plan

An estate plan likely includes a Last Will and Testament but also contemplates something much more comprehensive, addressing far more than just the disposition of assets at death. It is an orderly plan designed to transfer assets both during life and at death through such means as living trusts, testamentary trusts, life insurance contracts, and joint tenancies and other ownership documents.

 

Documents possibly needed for a full estate plan include a Will, trust agreements, durable powers of attorney, deeds, beneficiary designation forms, retirement benefit elections, pay-on-death instructions, a marital agreement, a living Will, and a designation of a health care surrogate.

 

An estate plan provides for effective accumulation, growth, and retention of assets during your lifetime and for disposition of assets at the time of your death in accordance withyour objectives. In other words, it is a method for you to maximize control of property during your life and to take advantage of the law to dispose of the property at death as inexpensively as possible.

 

In estate planning, your attorney may work as a team member with the accountant and financial planner to draft requisite documents to meet your needs and accomplish your clearly identified financial goals.

Law Office

Locations

Main Office:

Whispering Pines

2445 South Volusia Ave, C-1

Orange City, FL 32763

 

Branch Office:

Daytona Beach, All of East Volusia and Palm Coast Office:

435 South Ridgewood Avenue

Daytona Beach, FL 32119

 

Phone

Main Office:

(386) 775-8228

 

Branch Office:

(386) 258-0063

 

Facebook

Stacy A. Eckert P.A

 

Business Hours

Monday-Thursday: 9 AM-5 PM

Friday: 9 AM-2 PM

Closed for lunch: 12 PM-1 PM

Serving the areas of:

Volusia, Flagler and Seminole Counties

Payment Options
Print Print | Sitemap
© Law Offices of Stacy A. Eckert


Call

E-mail

Directions