Are you keeping current with the tax laws and how they may apply to your Florida estate plan? Our Florida law firm focuses on the specific needs of Floridians who want assistance with this type of legal planning. Florida estate planning and taxes can be complicated. Therefore, it is important to have a strong relationship with an experienced Florida estate planning attorney due to the level of complexity involved in estate planning, especially when the tax code could be changing.
Keeping current on the upcoming legislation can be a daunting task. Most of our clients want to be informed and current with legislation, but are unsure about how to go about it. Our clients are expecting our firm to guide them, and this is a role we eagerly accept. Knowing tax law and the intricacies of applying it to your estate plan is a unique area in many ways. For example, most attorneys have practices that are defined by a particular type of law, whereas estate planning attorneys are defined by the clients they serve and their ever changing needs. For estate planning attorneys this may include:
• Comprehensive Florida estate planning
• Durable power of attorney and other important financial legal documents
• Health care planning and end of life care
• State tax law and federal tax law
• Navigating changes that could impact the longevity of estate planning created
It is a normal process that the tax law will change over time. However, we need to be prepared to address these changes and ensure your Florida estate plan remains relevant. Determining when to create a tax-centric estate plan, what type of plan to choose, and how to both create a legacy and navigate the estate and gift tax structure can be complicated. Even more so when there is uncertainty in the law. An experienced estate planning attorney can assist you and your loved ones in navigating such issues.
By putting your estate plan in place now, or updating your existing one, you can help bring your loved ones peace of mind. Engaging in planning sooner rather than later can not only help ensure that the potential tax costs are covered, but it may also protect your life savings from being depleted due to poor or inexperienced planning.
Our estate planning firm, using a variety of legal tools, takes into consideration many of the key issues that Floridians face: tax changes, financial well-being, health concerns and autonomy, legacy and family protection, and quality of life. For assistance in estate planning matters, please contact our office to set up a meeting time.
We do telephone, computer, and face-to-face appointments. Our face-to-face appointments are held outside in the open air (frequently selected by clients for document signing) and inside our office conference room. We follow all CDC guidelines. Our office procedures adhere to COVID-19 safety protocols and are designed and enhanced by medical review and air quality engineering.