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sticky_transition=”on”][\/et_pb_slide][\/et_pb_fullwidth_slider][\/et_pb_section][et_pb_section fb_built=”1″ specialty=”on” _builder_version=”3.22″ background_color=”#ffffff” global_colors_info=”{}”][et_pb_column type=”2_3″ specialty_columns=”2″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_row_inner admin_label=”Row” _builder_version=”3.25″ global_colors_info=”{}”][et_pb_column_inner saved_specialty_column_type=”2_3″ _builder_version=”3.25″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ custom_margin=”||0px|” saved_tabs=”all” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_accordion open_toggle_text_color=”#000080″ icon_color=”rgba(0,0,128,0.44)” _builder_version=”4.5.7″ toggle_text_color=”#000080″ toggle_font_size=”20px” toggle_font_size_tablet=”18px” toggle_font_size_phone=”” toggle_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”][et_pb_accordion_item title=”Can you answer the following questions with absolute certainty?” open=”on” _builder_version=”4.5.7″ global_colors_info=”{}”]<\/p>\n
Estate Planning is one way to remove any uncertainty to your answers. Through a series of documents, you will ensure that your wishes are memorialized in a legally sufficient and binding way.<\/p>\n
Estate Planning is one way for you to take charge of your future by documenting your financial assets and health care choices while you are able. Estate planning is not only for the elderly or the wealthy, it is for anyone who wishes to make legally effective choices. Incorporating a trust, or series of trusts, into your estate plan offers a number of benefits including but not limited to: avoiding expensive estate administration (probate), avoiding federal estate taxes, and protecting your beneficiaries\u2019 future interests from creditors.[\/et_pb_accordion_item][et_pb_accordion_item title=”6 things a basic estate plan should provide for:” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]<\/p>\n
[\/et_pb_accordion_item][et_pb_accordion_item title=”Even if you don\u2019t have an estate plan, Florida has a plan for you.” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Do you know what the people you love would have to deal with if something unexpected happen to you? If you don\u2019t know, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.<\/p>\n
To do this, we conduct an estate planning session, where we spend time together and you\u2019ll get informed. Before your planning session, you will complete an inventory and assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it\u2019s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.<\/p>\n
The foundation of your estate plan will often include a revocable living trust. You transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.[\/et_pb_accordion_item][et_pb_accordion_item title=”For people with additional needs, we provide advanced estate planning services.” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Unfortunately, most plans don\u2019t work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which \u201cplan\u201d is right for you, and fits you into a template. This is not estate planning; it is little more than a \u201csearch and replace\u201d of your family\u2019s name and then a hit of the \u201cprint\u201d button which spits out form documents.<\/p>\n
I will take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.<\/p>\n
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens.[\/et_pb_accordion_item][et_pb_accordion_item title=”What Would Happen to Your Kids if the Unthinkable Happened to You?” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Did you know that more than 50% of parents have not yet named guardians for their kids?<\/p>\n
Of those who have, most have made one of 6 common mistakes most parents (and their lawyers!) make when naming guardians.<\/p>\n
Don\u2019t let this happen to your family!<\/p>\n
Without proper planning, if the unthinkable happens to you, here\u2019s a few things that\u00a0could happen:<\/p>\n
The vast majority of estate planning attorneys do not address these issues, and do not plan from a parents perspective;\u00a0Our goal is to\u00a0make sure these things don\u2019t happen!<\/p>\n
That\u2019s why we offer a children protection plan with every estate plan we do for families with young children.\u00a0If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of no matter what happens.[\/et_pb_accordion_item][et_pb_accordion_item title=”Below is a list of the documents we can prepare for you.” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]<\/p>\n
[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ custom_margin=”||0px|” saved_tabs=”all” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_text admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ header_5_font_size=”20px” header_5_letter_spacing=”3px” custom_margin=”||20px||false|false” saved_tabs=”all” locked=”off” global_colors_info=”{}”]<\/p>\n
To schedule a meeting at the most convenient time for you, either click the \u201cMake an Appointment\u201d button to the right, or call our office. We see clients Monday through Friday, by appointment only. We can also accommodate you by phone after normal business hours or on a Saturday, by special request. If you are unable to come to our office an attorney will meet you at your home or office. Our goal is to make the process as simple and convenient as possible for you.[\/et_pb_text][et_pb_text admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ header_5_font_size=”20px” header_5_letter_spacing=”3px” custom_margin=”||20px||false|false” saved_tabs=”all” locked=”off” global_colors_info=”{}”]<\/p>\n
If you are looking for an estate planning attorney in Naples, please complete the form linked to below online and be sure to submit it at least three days before your initial meeting. You may also download a copy of the form and submit it to us by mail, fax, electronic mail, or in-person. Please call us if you need assistance completing your worksheet or have any questions. If you have existing estate planning documents, please make sure we have them in our office at least a week before we meet so that we can review them in advance, if applicable.[\/et_pb_text][et_pb_text admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ header_5_font_size=”20px” header_5_letter_spacing=”3px” custom_margin=”||20px||false|false” saved_tabs=”all” locked=”off” global_colors_info=”{}”]<\/p>\n
[\/et_pb_text][et_pb_accordion open_toggle_text_color=”#000080″ icon_color=”rgba(0,0,128,0.44)” _builder_version=”4.5.7″ toggle_text_color=”#000080″ toggle_font_size=”20px” toggle_font_size_tablet=”18px” toggle_font_size_phone=”” toggle_font_size_last_edited=”on|desktop” locked=”off” global_colors_info=”{}”][et_pb_accordion_item title=”Discovery And Brainstorming” open=”on” _builder_version=”4.5.7″ global_colors_info=”{}”]The initial meeting usually takes a minimum of one hour and up to two hours. This meeting serves two purposes:<\/p>\n
Assuming that you and your attorney determine that there is a good fit between our firm and your family AND that you can benefit from our services, you and your attorney can work together to design a plan for your family right away.[\/et_pb_accordion_item][et_pb_accordion_item title=”Designing Your Plan” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Once you and your attorney have completed the design of your plan, you will schedule a convenient time to sign your documents.<\/p>\n
We have a process of reviewing the documents with you that makes your plan so easy to understand that you will know for certain that it can accomplish your goals. Once you sign your documents, your assets and your family are protected as discussed during your design meeting.[\/et_pb_accordion_item][et_pb_accordion_item title=”Signing” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Takes anywhere from 30 minutes to 2 hours, depending on questions and the extent we have reviewed things in advance.<\/p>\n
You are permitted a 1-3 page amendment for up to 90 days following the signing, for no additional charge.[\/et_pb_accordion_item][et_pb_accordion_item title=”Funding” _builder_version=”4.5.7″ global_colors_info=”{}” open=”off”]Funding is an ongoing process that will take days, weeks, and often months to complete after your estate planning documents have been signed.<\/p>\n
An unfunded trust is a meaningless stack of paper, so funding is imperative. The funding process can either be handled completely by us, completely by you, or together.[\/et_pb_accordion_item][\/et_pb_accordion][et_pb_text disabled_on=”on|on|on” admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ custom_margin=”||0px|” disabled=”on” saved_tabs=”all” global_colors_info=”{}”]<\/p>\n
Estate Planning is one way to remove any uncertainty to your answers. Through a series of documents, you will ensure that your wishes are memorialized in a legally sufficient and binding way.<\/p>\n
Estate Planning is one way for you to take charge of your future by documenting your financial assets and health care choices while you are able. Estate planning is not only for the elderly or the wealthy, it is for anyone who wishes to make legally effective choices. Incorporating a trust, or series of trusts, into your estate plan offers a number of benefits including but not limited to: avoiding expensive estate administration (probate), avoiding federal estate taxes, and protecting your beneficiaries\u2019 future interests from creditors.<\/p>\n
Do you know what the people you love would have to deal with if something unexpected happen to you? If you don\u2019t know, then the first step is to find out exactly what would happen, legally and financially, so that you can decide if the current state of your affairs is okay with you.<\/p>\n
To do this, we conduct an estate planning session, where we spend time together and you\u2019ll get informed. Before your planning session, you will complete an inventory and assessment, which will help you to get clear about what you own and what you have to think about when it comes to planning for the well-being and care of your loved ones and loved belongings. If you decide the current state of affairs is unacceptable, and if we both decide that it\u2019s a fit to work together, then we can design an estate plan together that will best suit the needs of your family.<\/p>\n
The foundation of your estate plan will often include a revocable living trust. You transfer your property into this trust for your benefit during your life. One of the benefits of a revocable living trust is that when done correctly and maintained over time, your estate plan should help your family to avoid the cost and delay of probate and minimize or eliminate estate taxes.<\/p>\n
Unfortunately, most plans don\u2019t work because much of what passes for estate planning is little more than word processing. You are asked a few questions and then the drafter decides which \u201cplan\u201d is right for you, and fits you into a template. This is not estate planning; it is little more than a \u201csearch and replace\u201d of your family\u2019s name and then a hit of the \u201cprint\u201d button which spits out form documents.<\/p>\n
I will take the time to get to know you, your family, your concerns, your goals and your issues and will gladly and patiently answer all your questions to produce an estate plan that is exactly right for you.<\/p>\n
If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of, no matter what happens.<\/p>\n
Did you know that more than 50% of parents have not yet named guardians for their kids?<\/p>\n
Of those who have, most have made one of 6 common mistakes most parents (and their lawyers!) make when naming guardians.<\/p>\n
Don\u2019t let this happen to your family!<\/p>\n
Without proper planning, if the unthinkable happens to you, here\u2019s a few things that\u00a0could happen:<\/p>\n
The vast majority of estate planning attorneys do not address these issues, and do not plan from a parents perspective;\u00a0Our goal is to\u00a0make sure these things don\u2019t happen!<\/p>\n
That\u2019s why we offer a children protection plan with every estate plan we do for families with young children.\u00a0If you are a family with young children, then your estate plan should begin with a foundation that ensures your children would always be taken care of no matter what happens.[\/et_pb_text][et_pb_text disabled_on=”on|on|on” admin_label=”TT – Text – Lorem Ipsum” _builder_version=”4.5.7″ disabled=”on” saved_tabs=”all” global_colors_info=”{}”]Below is a list of the documents we can prepare for you.<\/p>\n
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