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The Estate Plan is a boutique estate planning law firm helping Florida families protect the people they love most by planning for What If and be prepared for What Now. Our office is located in Coral Gables, Florida and we specialize in estate planning, estate administration & litigation, trust administration, and partition actions.
Mar 26, 2024 · Get a complete overview of what's included in an estate plan and the process to make one in Wh you need to know about estate plannining and Estate planning: An overview. Documents included in an estate plan. While each estate plan is different and designed to meet the creator's needs, most have specific documents in common. Those include:
For many years, average families used their estate plans to avoid or reduce estate and inheritance taxes – the taxes due on your estate when you die. However, federal estate tax is now levied on only very wealthy estates – estates worth over $13.61 million (for 2024). So most people with average-size estates do not need to worry about ...
Contact the experienced estate planning professionals at The Estate Plan by calling us at. (305) 677-8489. Get started today. About Us About Us The Estate Plan is a boutique estate planning law firm helping Florida families protect the people they love most by planning for What If and be prepared for What Now.
Estate Planning involves setting up a plan that establishes who will eventually receive your assets. It also makes known how you want your affairs to be handled in the event you are unable to handle them on your own for any reason. It’s a complicated process, and it can definitely feel overwhelming. There are many components to Estate ...
Apr 16, 2024 · An estate plan is a set of decisions and legal documents that serve to help manage and distribute your assets after incapacitation or death. As part of the estate planning process, you’ll likely consider when and how your wealth would transfer to heirs, and strategies to minimize taxes.
Feb 13, 2023 · Estate planning checklist. Create an inventory. Account for your family’s needs. Establish your directives. Review your beneficiaries. Note your state’s estate tax laws. Weigh the value of ...
Estate planning is a process involving the counsel of professional advisors who are familiar with your goals and concerns, your assets and how they are owned, and your family structure. It can involve the services of a variety of professionals, including your lawyer, accountant, financial planner, life insurance advisor, banker and broker.
Apr 22, 2024 · Estate planning is the collection of preparation tasks that serve to manage an individual's asset base in the event of their incapacitation or death, including the bequest of assets to heirs and ...
Sep 21, 2021 · An estate plan is a set of legal documents that present your wishes for the distribution of property, guardianship of minor children, and even healthcare decisions. The estate planning process can be complicated, but FindLaw's goal is to empower you to make decisions with confidence. Below you will find a brief overview of estate planning ...
