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Estate Plan:A set of documents created which, among other purposes, dictate what happens to your accumulated assets upon your passing and name party or parties to make decisions on your behalf in situations where you are not able to do so yourself.
Thinking about death is difficult. But, the reality is that death is inevitable and your accumulated wealth will likely exceed your passing. Should you leave this world without even a simple Will in place, the state of Florida will determine who inherits your assets, which is almost as scary as death itself.
Predicting the future is impossible. In light of this fact, we believe that it is never too early to create an estate plan. We further believe that there is no estate too small or large that would make estate planning unnecessary. At the very basic level, an estate plan would address the following:
Having said the above, there are common circumstances that exacerbate the need for estate planning and increase the complexity of the planning. The more common circumstances are as follows:
These circumstances are more common than not and must be evaluated on a case-by-case basis to ensure the necessary planning is in place to avoid future pitfalls.