We are ready to help you find the answers to your estate planning questions. Contact us today to schedule a consultation.
Estate Planning – Where to Start
Whether you need help setting up a basic will, or require assistance for more advanced estate planning, we can help you achieve your specific objectives.
However, the first step for many is creating a simple will or trust. Planning your estate and setting up a will are two of the most important measures you can take to ensure that your assets and property are protected after you pass on. A will or trust may be the best option for distributing your estate at death, but it is important to seek professional legal guidance on what approach may be best for you.
Because estate planning is often a complex process, many people hold off on meeting with a wills & estate lawyer, but how you decide to plan your estate is one of the most important decisions you will ever make. By doing so properly, it will guarantee that your beneficiaries will receive everything that you intended them to.
Who Needs Estate Planning?
Everyone needs a will and an estate plan, these precautions are not just for the wealthy. If you do not have a will, the state will determine how your assets will be distributed according to state law, and it may not always be in the manner that you had wished for.
Proper estate planning protects your wealth and your family’s welfare while you live. A personalized and well-drafted estate plan can:
- Protect your assets from creditors
- Minimize estate tax
- Reduce current income taxes
- Protect family control of a private business
- Fund gifts to charity on optimal terms
- Provide for individual needs of family members
- Provide for guardianship of minors
- Maximize after-tax value of retirement accounts, insurance, and investments
- Allocate wealth and personal assets as you desire upon your death
Port St Lucie Fl Estate Planning Lawyer
The Law Offices of Diana Goldman, P.A. are here to assist you with your Estate Planning needs. Call Diana at 772 – 335 – 0965 today.