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Estate Planning

The biggest mistakes we’ve seen in celebrities, politicians, successful businesspersons, families, etc, is the failure to have a plan. No one likes the idea of dying, and we want to live forever. Due to our human nature, we can often times, put this topic on the back burner. We live as if tomorrow is guaranteed, which has proved to be the worst mistake in many cases. We work and save hard all our lives, only to often find, that without a proper estate plan, we’ve disinherited our children, spouses, and even grandchildren. Without an estate plan, we’ve made Uncle Sam our largest benefactor, and failed to provide anything to our families. Our families who stood by us as we chased our dreams, deserve better. Estate planning ensures legally, that your dying wishes are honored. Due to its legalities, it’s extremely important to ensure its structure is legally appropriate and recognized. Even when we move states. It is based on where you live when you pass away. Of course, we want to live forever, but let’s plan, just in case we don’t. It’s not worth the gamble.

Living Trust, Estate Planning
Estate Planning, Asset Protection, Charitable Gifting, Transferring Wealth, Taxation

There are many different areas that estate planning can involve. It is important to have a full team of licensed professionals that can go to work for you, all collobratively working together, to ensure your estate plan meets all of your goals and exceeds your expections. We often find during our reviews, documents people have paid thousands of dollars to have, only to find, they are not properly structured, therefore, not legally enforceable. It is highly important to have a competent team working for you.

We also recognize that some of our clients may not want to use our whole team, and we're ok with that too. If you choose to work with just our attorney, or accountant, that's ok! We are willing to work with the professionals you have collobrately. It's your team! We just want to be part of it. It's not an all or nothing game with us. We work for you! Contact our office today to receive your free review!

Be prepared, contact our office today at 941.350.9699 or at our Contact Us page to schedule a free review with our attorneys. There is no fee or obligation.

Some Estate Planning Failures

James Gandolfini Estate Planning Failure
Ed Koch Estate Planning Failure
William Davidson Estate Planning Failure

Visit our About Us section to learn more about our legal team. Contact us today to schedule your consultation with our attorneys and receive a free review.

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