How to Avoid Fort Myers and Cape Coral Estate Planning Mistakes

If your estate plan is not properly conceived, there are several ways things may go awry. For example, your heirs could be left with huge tax bills, or a stranger could serve as personal representative of your estate, and if you tend to procrastinate, you may have forgotten to include any new additions to your family in your will. To avoid estate planning mistakes that could lead to these consequences, you should schedule a consultation with estate planning attorneys in Fort Myers.  

A Properly Conceived Estate Plan

When you have good legal counsel providing guidance, your estate plan may: 

  • outline instructions for the care of yourself and your loved ones;
  • still be effective if you move out of Florida or own property outside of Florida;
  • avoid probate;
  • keep all affairs confidential;
  • control your property, including life insurance and pensions;
  • create trusts for special needs children, minor children, grandchildren and adult children; and
  • provide estate tax planning. 

Having a solid estate plan is not just for your best interests but your surviving spouse, dependents, and other family members too. You may benefit by having estate planning attorneys in Fort Myers help you take steps now to avoid estate planning mistakes down the road.

Help from Estate Planning Attorneys in Fort Myers is a Phone Call Away

Fort Myers estate attorney Matthew A. Linde understands firsthand the importance of careful estate planning and the complexities of financial legal matters, such as probate, tax litigation and guardianship. For help with your estate planning concerns, contact our Fort Myers office to schedule a one-on-one meeting with a professional who can answer your questions – 239-939-7100 or 844-764-5492.

Matthew A. Linde
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