Everyone needs an estate plan. Often, estate plans (especially complex or taxable estates) include formation of holding companies, insurance trusts, and other vehicles for accomplishing our clients’ business and personal goals. However, estate planning is not only for the wealthy; people of modest means can benefit by thinking about the future and how they would like to distribute their homes, personal property and other assets. For this, it is important to hire a qualified Estate Planning lawyer.
At Bret Jones, P.A., we believe an estate plan is more than document preparation. When you engage Bret Jones, P.A. you will receive a detailed consultation with an estate planning attorney to review all of your personal needs and goals. Our estate planning documents provide complex provisions and strategy that is carefully customized to reflect your wishes. When we plan a client’s estate, we consider all angles: not only where our clients want their “stuff” to go, but also how they want to grow their wealth and live their life while they are here. Together, we record answers to the questions of what legacy they wish to leave behind and what goals they want to accomplish for themselves and their families.
Subjects an Estate Planning Lawyer May Discuss, Include:
- Wills, Trusts and other important documents that will help achieve your asset preservation and tax goals.
- Appointing the best Executor.
- Planning for Estate Taxes.
- Naming of Beneficiaries.
- Life Insurance possibilities.
- Advance Directives: Durable Power of Attorney, Designation of Health Care Surrogate, Living Will and Pre-Need Guardian.
- Pre-Nuptial and Post-Nuptial Agreements.
- Family Limited Partnerships.
- Estate and Trust Litigation.
- Guardianship Administration.
- Elder Law.
- Cohabitation Agreements.
No Benefit in Delaying
While many people avoid spending time “preparing” for death, it is inevitable. The fact that the timing of death is ultimately one that is unknown and largely out of one’s control supports the argument for tending to the subject of estate planning sooner than later. The Law Offices of Bret Jones, P.A. can walk you through this process patiently and completely, giving you the peace of mind you–and your family–deserve. Contact our office today and ask to speak with a skilled Estate Planning lawyer from our firm who would be happy to spend time with you.
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