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Answering the Important Estate Planning Questions at the End of the Year

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Are you in the midst of last-minute planning as the end of the year approaches? Are you ready for the year 2022? Even with the pandemic continuing, most of us are busy finalizing our end-of-the-year plans. As part of this planning, you should take stock of what has happened this year, reflect on your goals for the coming year, and decide what you want for next year and into the future.

Do you have goals for yourself, your loved ones, and your legacy as you reflect on the past year and look to the future? We encourage you to not only take the time to think about the immediate actions that must be completed before the end of the year but also think about what the future may hold for you. Most importantly, included in your consideration should be either completing or updating your Florida estate plan with an experienced Florida estate planning attorney.

Do you have a current Florida estate plan? If your answer is yes, have you updated it recently? Do you have questions on where to begin to update it? Consider the following ten questions that you may use, in addition to your own, to ensure that you have the peace of mind that can come from good estate planning.

  1. Who will make your decisions if you are not able to make them for yourself?

  2. Will your out-of-state estate planning documents be valid and acceptable in Florida?

  3. Who could handle your business affairs if you could not?

  4. What would happen to your pets if you were hospitalized?

  5. Should your adult children be in charge of your finances?

  6. Do you need additional insurance policies?

  7. Will your retirement plans be able to support you as you age?

  8. Do you have a taxable estate?

  9. Has your accountant or investment advisor recommended you make gifts?

  10. Have there been any changes in your family structure that necessitate the need to update your planning?

We often hear questions like the above from our clients and their family members. When it comes to Florida estate planning, you need to know your plan will work when you need it to. If you need assistance establishing a strong estate plan, we are here to help. Please contact our office to schedule an appointment time.


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