National Estate Planning Awareness Week was adopted in 2008 to help the public understand what estate planning is and why it is so vital to emergency situations and financial success. In 2008 it was estimated that over 120,000 Americans did not have up-to-date estate plans to protect themselves or their families in the event of sickness, accident, or ultimately death (H. R. 1499.)
- Did you know that ever-changing laws can affect the rules for your investment beneficiary designations? This could mean that your planned distributions to your families might not happen how you intended.
- Do you have any property that doesn’t allow for beneficiary designations? You might want to consider having a Will or Trust.
- Do you have children who are over the age of 18? You may have trouble accessing their medical information in case of an emergency.
How To Get Help: The truth is that the importance of estate planning cannot be condensed to one week, and that’s why at The Estate Plan we offer complimentary Vision Meetings all year round. We want to know what your vision is, no matter how big or small.
COVID-19 UpdateWhat You Should Know About Us: We are remote and 100% operational during COVID-19 and capable of preparing all estate planning documents (Wills, Trusts, Healthcare Directives, Powers of Attorney, Deeds, etc), conducting Probate/Trust/Estate Administrations, Guardianships, Real Estate Transactions/Resolutions and Litigation.
What Precautions We are Taking: All team members work from their own homes; Communication is by phone, video conference, email and mail; Court appearances occur via video conference; Document drafts are shared electronically or by mail; Document signings occur by electronic online software, through the mail or in person by our mobile team of COVID-19 trained notaries and witnesses that will conduct legal signings with necessary medical coverings while maintaining social distance.
START HERE: Contact us via our website short form and receive a call from one of our team members.
This article is written by Florida attorneys and only considers Florida law in place at the time of publication. This article should not be relied upon as a substitute for legal advice and one should always consult with an attorney in their state before making any legal decisions.
At The Estate Plan, we take pride in serving our clients with compassion, competence and creativity. After all, we’re all unique. It takes a special comfort and confidence to trust someone to handle protecting one’s family and possessions. We appreciate being that person for so many families. If you are interested in coming in for a consultation, do not hesitate to contact us at (305) 677-8489.