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 and retirement funding), and if necessary 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 avoid probate altogether, can minimize losses from forced liquidation of property, and can maximize protection.
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.
2445 South Volusia Ave, C-1
Orange City, FL 32763
Daytona Beach, All of East Volusia and Palm Coast Office:
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