What Estate Plan Can Do

An estate plan is designed to help you accumulate assets economically and efficiently during your life to ensure that your lifetime needs are met

(including for example college tuition/expense, retirement, and maybe even travel).  If necessary an Estate Plan will allow your to transfer your assets both during life and at death to result in reduced income, estate and gift, and inheritance taxes, as well as reduced administration expenses, all within the framework of your needs and objectives.

With an estate plan, you can sometimes avoid probate altogether, you can minimize losses from forced liquidation of property, and can maximize protection, and protect your Florida homestead.

An estate plan can provide for a disadvantaged child, establish a scholarship fund for a grandchild, handle potential problems arising from a subsequent marriage when the client has children from a first marriage, and arrange for charitable gifts. It can be relatively simple or quite complex, depending on you, and or your family's assets and growth potential, and desires.