- Explore
- Up-to-Date
- 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.
- Up-to-Date
- About
- Build
- Research
- Connect
MENUMENU