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        • I've relocated to FloridaI’ve either recently or since last updating my estate planning documents, moved to or am considering moving to Florida.
        • It's been a while since my last update and my family and/or financials may have changedIt’s been 3 or more years since my estate planning documents were drafted and put into effect, making them obsolete and it’s possible my family and/or financial situations have changed.
        • I'm concerned about maintaining my estate plan for the futureHow can I develop a relationship with an established, reputable estate planning firm that can economically keep my plan up to date?
      • Tax Efficient
        • I have large IRA or 401(k)sA large portion of my assets are held in individual retirement accounts.
        • I'm concerned about the estate taxI either don’t completely understand or am concerned about my estate being subjected to the federal or state estate tax.
        • I may have large unrealized capital gainsBased on the growth of my assets or how they’re being transferred, I may have unrealized capital gains.
        • I'm not sure how to escape my former state's taxing authorityIn considering moving to Florida, or since doing so, I’m having trouble severing ties with my former state.
      • Family Harmony
        • I need to consider who has authority in my documentsLooking over my documents, I need to select the correct people to fill the roles of Trustee, Power of Attorney and the like.
        • I have a blended familyAs the result of second marriage, adoption or other circumstances, my family situation is blended and may require some sensitivity.
        • I don't want to deprive my beneficiaries of drive and ambitionI don’t want to instill a sense of complacency in my beneficiaries by leaving them an inheritance that makes them too comfortable.
      • Asset Alignment
        • I'm not sure my assets are properly titled into trustEither my trust was never funded properly or I never got around to making sure my accounts and assets were placed properly into trust.
        • I'm not sure my beneficiary designations line up with my planI want to make sure my beneficiary designations for things like retirement accounts and insurance are in line with my estate planning documents.
      • Protection
        • I want to ensure my plan is protected for and from myselfI’m concerned that during a time of incapacity or distress that I may not be the best suited to be in control.
        • I want to protect inheritances for my spouse or childrenI want to make sure my estate plan is set up so that my future beneficiaries’ inheritance doesn’t fall prey to adverse circumstances.
        • I want to protect the inheritance for my grandchildrenAssisting in the care of my grandchildren for their future is important.
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  • UP-TO-DATE
  • TAX EFFICIENT
  • FAMILY HARMONY
  • ASSET ALIGNMENT
  • PROTECTION

UP-TO-DATE

If you haven't updated your estate plan in the last three years or if you've recently become a Florida resident, now is the time to visit a qualified Florida estate planning attorney.

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Related Topics:

I've relocated to Florida

It's been a while since my last update and my family and/or financials may have changed

I'm concerned about maintaining my estate plan for the future

TAX EFFICIENT

While either federal or state-level estate taxes remain pertinent to some, almost every estate plan should consider income tax and capital gain ramifications.

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Related Topics:

I have large IRAs or 401(k)s

I'm concerned about the estate tax

I may have large unrealized capital gains

I'm not sure how to escape my former state's taxing authority

FAMILY HARMONY

One of the least considered aspects of estate planning revolves around family harmony issues. From selecting your trustee, dealing with blended family concerns to depriving your loved ones of ambition, an A+ estate plan considers all.

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Related Topics:

I need to consider who has authority in my documents

I have a blended family

I don't want to deprive my beneficiaries of drive and ambition

ASSET ALIGNMENT

A common problem we see with many existing estate plans is the lack of asset alignment. Ensuring the proper titling of assets and that beneficiary designations fit hand-in-glove with your goals is critical to a successful plan.

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Related Topics:

I'm not sure my assets are properly titled into trust

I'm not sure my beneficiary designations line up with my plan

PROTECTION

A final element not often considered in many estate plans is to take advantage of asset and inheritance protection strategies. From protecting your assets in the event of your disability, keeping your affairs private, thwarting your beneficiaries' divorcing spouses to shielding their inheritance from creditors and predators, opportunities abound.

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Related Topics:

I want to ensure my plan is protected for and from myself

I want to protect inheritances for my spouse or children

I want to protect the inheritance for my grandchildren

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About Us

Originally founded in 1924, our experienced attorneys have provided personalized advice and legal services in the fields of estate planning, probate and trust administration and asset protection strategies.

We approach our clients’ needs from a unique perspective, actively listening, to assist our clients in accomplishing their goals. Our firm utilizes the most advanced research, analysis and technology available.

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Estate & Trust Guy@FLTrustLaw·
15 Jan

In this week's Will Power, Craig Hersch explains how now is a perfect time to speak with our Bar Board Certified Estate Planning attorneys to discuss how President-Elect Joe Biden's plans can affect estate and gift taxes. http://ow.ly/Fxc250D9A4n

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Estate & Trust Guy@FLTrustLaw·
15 Jan

Reply on Twitter 1350065806072279041Retweet on Twitter 1350065806072279041Like on Twitter 1350065806072279041
Estate & Trust Guy@FLTrustLaw·
8 Jan

In this week's Will Power article, Florida Bar Board Certified Wills, Trusts & Estates Attorney Craig R. Hersch discusses some of the reasons a Board Certified Estate Planning Specialist, can provide greater knowledge and service, than online competitors.
http://ow.ly/1SNi50D3xiC

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The Freedom Practice@4freedomlaw·
7 Jan

In this week’s Freedom Practice Podcast, we discuss what makes us different from other coaching groups, what type of estate planning firms should join our team of professionals, and what they will get out of being part of the Freedom Practice. http://ow.ly/QwsE50D2x6J

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Estate & Trust Guy@FLTrustLaw·
6 Jan

Almost five years since the passing of music legend, Prince, and the family is still battling over his estate. This unfortunate case is a prime example of why anyone with any amount of wealth needs to have an estate plan. http://ow.ly/UHMm50CZsgY

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© 2021 Family Legacy Media LLC
  • Explore
    • Up-to-Date
      • I’ve relocated to Florida
      • It’s been a while since my last update and my family and/or financials may have changed
      • I’m concerned about maintaining my estate plan for the future
    • Tax Efficient
      • I have large IRA or 401(k)s
      • I’m concerned about the estate tax
      • I may have large unrealized capital gains
      • I’m not sure how to escape my former state’s taxing authority
    • Family Harmony
      • I need to consider who has authority in my documents
      • I have a blended family
      • I don’t want to deprive my beneficiaries of drive and ambition
    • Asset Alignment
      • I’m not sure my assets are properly titled into trust
      • I’m not sure my beneficiary designations line up with my plan
    • Protection
      • I want to ensure my plan is protected for and from myself
      • I want to protect inheritances for my spouse or children
      • I want to protect the inheritance for my grandchildren
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