Estate planning attorneys create legal documentation in the form of wills, trusts, guardianship appointments, and health care surrogate delineations. They often work with clients’ accountants, tax experts, or financial planners to develop a plan of action that minimizes the tax impact of your decisions.
Should an individual’s death occur without a plan in place, they risk having their assets wind up in the hands of people they never intended, including the State or the Internal Revenue Service (IRS). Without a clearly established set of pre-defined estate documents, heirs are often forced into the expense and stress of fighting for estate rights in probate court.
While Florida statutes provide for the distribution of assets belonging to people who die without a will or other estate planning documents, those provisions often do not mirror the distributions that the individual would make on their own. Furthermore, by definition, when an individual dies without estate documents in place, court action is required to distribute those assets, associated expenses, and attorney fees, thereby delaying access to the intended heirs.
Proper estate planning requires the services of experienced probate attorneys. The lawyers at Edward F. Holodak, P.A. bring years of experience delivering effective and innovative strategies to protect the financial future for families.
We listen and identify your goals to establish a clear set of instructions and legal documents to meet your unique needs and minimize potential expenses associated with future probate cases.
The attorneys at Edward F. Holodak, P.A. provide comprehensive estate planning services and stand ready to assist you in any of the following:
For a free initial consultation regarding your legal needs, call us today at (954) 927-3436.
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