He is Florida Bar Board Certified in Wills, Trusts and Estates, and his practice focuses on estate planning, probate and trust administration, with an emphasis on protecting and preserving his clients' assets, minimizing taxes and
avoiding probate.
"Plan Your Estate" covers: wills and living trusts;
avoiding probate; bypass (AB) trusts; naming guardians for children; leaving property to children; estate, gift, and inheritance taxes; strategies for business owners; leaving property to charity; health care directives; and financial powers of attorney.
A living trust can be a dispositive document to supplement or supplant a will, thus
avoiding probate, which can be costly and time consuming in some states.
She then goes on to explain just how a living trust can give you maximum control of your financial legacy, both at incapacity and after you die; the many benefits beyond
avoiding probate; and why a living trust meets the needs of today's families far better than any other estate plan.
Completely in accord with the latest federal and state laws, "Plan Your Estate" is a complete course of instruction and covers such issues as: wills;
avoiding probate; living trusts; bypass (AB) trusts; naming guardians for children; leaving property to children; estate, gift, and inheritance taxes; strategies for business owners; leaving property to charity; health care directives, and financial powers of attorney.
Your objective may be to simply make sure that your loved ones are provided for Or you may have more complex goals, such as
avoiding probate or reducing estate taxes.
Usually, I'm dealing with one guy." That's an example of Jennie Clark Stewart's second reason for estate planning:
avoiding probate. While probate oversight can protect the interests of property owners in certain situations --for example one broker selling a property at a rock-bottom price to a friend or associate--it is also an unneeded complication in other circumstances brought about by a failure to plan.
It should be written into a trust so it pays directly to your beneficiaries,
avoiding probate.
Avoiding probate and passing assets to heirs estate-tax free maybe the main goals.