Why do Our Clients Want Estate Planning?

To set up a Last Will & Testament
To set up a Trust
To set up a Power of Attorney, Living Will, Health/Medical Care Surrogate, Pre-Need Guardian, or other ancillary document
To choose the persons/fiduciaries who will be responsible for overseeing my personal care and/or financial affairs
To protect a chosen beneficiary’s inheritance from divorces/ creditors/ lawsuits/ bankruptcy
To protect a beneficiary’s inheritance until a certain age or condition is reached
To provide for the management of a minor child or young adult’s inheritance
To avoid probate & the costs thereof
To provide for my future disability/incapacity
To avoid incapacity and guardianship proceedings & the costs thereof
To provide or protect money for a beneficiary’s education
To provide incentives for a beneficiary (e.g. receive inheritance when college finished)
To provide for a beneficiary’s special schooling, special medical attention, full-time nursing care, or other special needs (i.e. Special Needs Trust)
To protect a beneficiary from losing Medicaid or other governmental benefits (i.e. Special Needs Trust)
To address concerns regarding my spouse’s elective share of my estate
To provide for a favorite charity or other nonprofit organization upon my death
To assure privacy/confidentiality & a quick, efficient transfer of my property at death
To provide for the management of assets or investments
To provide for my business
To plan for the care of my pet(s) for when I am unable (i.e. Pet Trust – FL §737.116)
To protect a beneficiary’s inheritance from going to a former spouse or a beneficiary’s spouse (i.e. Divorce Estate Planning)
To specifically disinherit an heir
To reduce or eliminate estate tax (i.e. death tax)
To utilize both spouse’s estate tax exemption
To protect insurance, annuities, IRA’s, or retirement plans from excessive taxes
To start a gift program to beneficiaries utilizing annual gift tax exemptions or other gift planning
To reduce or eliminate individual/corporate income, employment, or capital gains taxes
To protect assets from creditors/lawsuits
To have my existing estate plan reviewed orchanged
I am not sure what I need, but I would like to discuss the next step towards estate planning
I want to control my property while alive, take care of my loved ones and myself if I become disabled/incapacitated, and, upon my death, give what I have to whom I want, the way I want, and when I want. And, if I can, I want to save every last tax dollar, professional fee, and court cost possible

It is always best to consult an attorney about your legal rights and responsibilities regarding your particular case. Please Contact Us by using the Quick Contact form, calling us at (904) 823-3333 or by email at contact@jacksonlawgroup.com.