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Fisher & Sauls, P.A.
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Estate Planning

Have you ever wondered if you need a Last Will and Testament? If you do not execute a Will that names your beneficiaries, the laws of Florida will determine who receives your property, who administers your estate, and who becomes the guardian of your children. These results may not be the same ones that you would choose if you had planned before your death. Your estate plan is your opportunity to plan your legacy.

An effective estate plan, however, includes more than just a Will. You may want to consider other goals, such as planning for incapacity or an emergency through the use of a Trust, a Durable Power of Attorney, a Designation of Health Care Surrogate, and/or a Declaration of Living Will. Perhaps you will want to use a Trust to avoid probate, to distribute assets to minor children over time, to provide for a spouse until his/her death before ultimately passing assets to children or other beneficiaries, to safeguard assets for a beneficiary who might not wisely manage the money, and/or to protect a beneficiary with a substance abuse problem.

Many people wrongly assume that they can prepare their own estate plan using templates they find online. However, the use of an attorney can help to avoid invalid devises of homestead real property, improper execution that does not comply with the formalities of Florida law, and insufficient planning for the number of possibilities that your estate planning documents should contemplate.

We are committed to maintaining expertise in the changing tax laws and state laws affecting estate planning. We strive to develop an estate plan that will meet the individual goals of the client after carefully listening to your concerns and legacy goals. We look forward to helping you achieve the peace of mind that a comprehensive estate plan will afford.

Our firm is experienced in advising clients in estate planning matters including:

  • Last Will and Testament drafting and execution
  • Revocable and Irrevocable Trust drafting and execution
  • Estate planning to avoid probate administration
  • Irrevocable Life Insurance Trusts
  • Durable Powers of Attorney and Designation of Preneed Guardians
  • Healthcare advance directives (Designation of Health Care Surrogate and Declaration of Living Wills)
  • Deeds
  • Estate and gift tax planning
  • Business succession planning
  • Estate planning with life insurance policies and retirement plans/IRAs
  • Estate planning for a non-U.S. Citizen or non-U.S. citizen spouse
  • Charitable planning, including Charitable Remainder Trusts, Charitable Lead Trusts and Private Foundations
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