As an Orlando Estate Planning Attorney, my goal is to allow you to control the handling and distribution of your assets throughout your life and after death, reduce or eliminate taxes, avoid probate, and protect the assets of loved ones who have special needs or who may face the costs of nursing home care or assisted living facilities.
Preserving Your Wealth During and After Your Lifetime
Estate planning isn’t about how much money you have. It’s about legally protecting what you do have during your life, and ensuring that what you have gets to the people you love, the way you want, when you want.
Whether your assets are worth $10,000 or $10,000,000, you still need to plan for the future.
What is an Estate? Your estate is everything you have in your name, including your house, your car, personal property, bank account, IRAs, and your life insurance policies.
I work with you to diffuse the possible roadblocks that can alter the intended distribution of your assets, such as: property issues, children from prior marriages, divorce settlements, the Florida Homestead Law, estate taxes, beneficiary designations, and many more.
From Basic Estate Planning to Complete Estate Plans
I provide the key components of estate planning in Florida via the preparation of Durable Powers of Attorney and other advanced directives, including Living Wills and Health Care Surrogates.
Any individual over the age of eighteen should make the time to meet with an estate planning attorney. When children become adults and go off to college, the last thing on their minds is who will act as their Durable Power of Attorney if necessary.
If you are over the age of eighteen and are in a car accident, or fall ill at college, a loved one might not be able to request medical information over the phone when you are alive, if you are incapacitated, after your death, or even to pay your bills.
If you have proper estate planning documents in place, there should never be a problem. Estate planning documents can direct an agent on how to handle your financial or medical situations. These documents can also name a guardian for any minor children in the event that you, as the parent, were to pass away.
Your estate plan design may include a revocable living trust. A trust is an entity designed to hold and manage your assets. It gives privacy and dignity to your personal affairs, both during your lifetime and after your death. It can provide for a way to have someone else manage your assets if you are unable to and it also can avoid probate upon your death.
Customized Lifetime Estate Plans
A basic estate plan will not guarantee that there will be anything left of your estate. As your Orlando estate planning attorney, I will help you create a life plan that will serve an even greater purpose.
I will work with you to develop an estate plan that has a solid strategy in place for the event of disability or long-term care needs, to avoid probate and guardianship, and to safeguard your life savings should nursing home care, assisted living or other long term care become necessary.
Contact Orlando Estate Planning Attorney Kathleen Flammia
Estate planning is important for everyone over the age of eighteen. Contrary to what many people think, estate planning is not just for the very wealthy.
I have the experience and expertise to handle the most complex estate and probate cases. I enjoy meeting personally with my clients and answering all their questions to make certain that their goals are met. Call me today at (407) 478-8700, or contact me here to learn more.