- Despite how much or how little you are worth, you should have an estate plan to outline your financial goals when you die.
- There are several elements to an estate plan. They include a will, living will, and power of attorney. Depending on your situation, you may also need a trust.
- When you take inventory of your assets, you should include all investments, insurance policies, retirement savings, business interests, and real estate holdings. Now is the time to decide who will get your assets and who will handle your affairs if you are incapacitated.
- If you discuss your estate planning with your heirs, you may prevent confusion and disputes down the road. When you make your intentions clear, you can dispel potential conflicts.
Estate planning can be very difficult, with tax laws continually changing and other legal issues often cropping up. To protect your interests, you should schedule a consultation with an estate planning attorney in Fort Myers.
Help from an Estate Planning Attorney in Fort Myers is Just a Phone Call Away
Fort Myersestate planning 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.