Plan early and plan often. Embarking on an estate plan to take care of your family will save your family a great deal of aggravation and taxes. The earlier you transfer your wealth downstream, the greater the potential tax savings.

A complete team of estate planning professionals is the recommended path. An estate planning attorney designs the plan, the insurance consultant and financial planning consultant implement the plan and your accountant handles the tax compliance work. If desired, the corporate fiduciary (trust company) will administer the Trust assets for you and your family.

The are many safe and easy techniques that are approved by the Internal Revenue Service (IRS) which allow you to substantially reduce your overall federal estate and gift tax liability. The following brief ideas are not intended to be legal advise, but instead are designed to open your mind to the planning alternatives that are available. Seek the advise of competent counsel and do not make your decision based on advertising alone, ask our firm for our credentials and qualifications. Enjoy these ideas and please feel free to e-mail us any questions that we do not answer.

How to Build an Estate Planning Team
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Ten Steps to Design an Estate Plan
Click here for our Article as seen in the Senior Source guide book

Probate - Learn how to reduce the high costs, complications and delay of Probate
Click here for "Recipe for a Smooth Administration"

Health Care Advanced Directives

• Florida Living Will
• Florida Health Care Surrogate
• Florida Power of Attorney

Taxes - Minimizing Taxes (Gift, Estate, State, Generation-Skipping, Income)

Advanced Estate Planning Techniques That Work:

• Qualified Personal Residence Trust
• Wealth Replacement Trust - Insurance Planning
• Estate Reduction Trust - Annual Gifting Programs
• Educational Funding Techniques - Direct Payments
• Medical Benefits for Your Family
• Family Limited Partnerships
• Other Estate Freeze Techniques
• Asset Protection Techniques (for unforeseen creditor problems)
• Charitable Giving Alternatives (Visit our Planned Gifts page)

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