Estate Planning is a term that is sometimes misinterpreted. However, the true meaning of the term involves a comprehensive effort to examine the assets and the manner in which they are owned by an individual or married couple, consider their objectives for disposing of their assets during life or at death, and minimizing the taxes paid as a result of either lifetime or death transfers. Estate Planning in Florida is more than just drafting a Will with the assistance of an estate planning attorney. Rather, it integrates four (4) separate considerations:
All four (4) must be considered to ensure that individual or married couples’ wishes are effectively accomplished during life and at death. While estate planning has traditionally involved a well-drafted Will to lay out someone’s desires for their estates, it also involves the use of various trusts, annual giving programs, and family limited partnerships or companies as tools for estate planning. At the Law Offices of Bender, Bender & Chandler, P.A. our attorneys also represent clients in all matters of probate and trust matters and disputes. As trial lawyers, we are able to handle any probate or trust issues, including those involving Will contests, contested probate and trust matters such as:
For more information fill out our online form, or give us a call today to set up a free strategy session with one or our probate litigation lawyers.