Estate Planning

Estate Planning includes the necessary documents that will benefit both you and your loved ones in the event of your incapacity and upon your death. It is important that you plan now while you are healthy so that you can select appropriate individuals to handle your affairs instead of having the court appoint an individual to handle your affairs. In addition, you need to choose your beneficiaries so that the State of Florida will not determine who will receive your assets. By taking the time to plan now, you can decide who will make decisions for you if you become incapacitated and upon your death, decide the manner and timing of distributions to your beneficiaries, and you can avoid probate and minimize taxes.