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Estate Planning
Professional Estate
Planning
Attorney -
Lawyer,
providing experienced Estate
Planning
legal
services in Lakeland,
Winter Haven,
Bartow,
and Polk County Florida.
Estate planning
is important, regardless of the size of your estate and
assets. Proper Estate planning allows you to
ensure that the property you own at your death will go
to the people and organizations of your choosing, in the
manner and time frame that you dictate. This is
certainly preferred over having the state choose how your assets will be
distributed. Proper Estate planning is of particular importance where
assets will be left to minors, young adults, individuals with special needs, or
individuals who lack financial sophistication.
In addition, a proper estate plan will anticipate tax
issues and in many cases, can completely avoid, or
greatly reduce, what would otherwise be a punitively
high tax. Over the last decade, the laws governing the
taxes that affect a decedents estate have changed
dramatically, and it is expected that they will continue
to change into the future. As a result, it is a good
idea to review your estate plan regularly to ensure that
it remains up-to-date. Estate planning often
involves a
last will and testament,
trusts,
durable power of attorney, life insurance policies, a
living will,
and other estate related documents.
Many of the issues we frequently address regarding
Estate Planning include, but are not limited
to:
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Drafting and preparation of trusts;
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Drafting and preparation of last will and
testament
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Drafting and preparation of living wills and
healthcare powers of attorney;
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Choosing payable on death accounts where
warranted;
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Updating life insurance policy and retirement
fund beneficiaries;
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Tax planning with your attorney and certified
public accountant (CPA);
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The pros and cons of a general power of
attorney.
Joseph A. Morrison,
an experienced estate planning attorney & lawyer,
assists Lakeland, Winter Haven, Bartow, and Polk County
Florida residents with legal issues and disputes
regarding estate planning and other estate law matters.
We are committed
to providing each of our estate planning clients with
the highest standard of legal representation while using
every available resource to protect your legal rights,
options, and interests. Contact
The
Law Office of Joseph A. Morrison to schedule a confidential legal consultation.
Having estate planning documents
prepared may be essential in how your estate will be
handled and distributed in the event of your passing. In the absence of these estate documents the courts will
make all decisions relating to your estate, often times
causing disputes between your family members and loved
ones. This can happen to any family, regardless of the
size of the estate in the absence of the proper estate
documents.
We urge
you to be proactive when it comes to your legal rights
by seeking the legal advice and representation of an
experienced estate planning attorney or lawyer as soon
as possible.
If you are
dealing with estate planning legal issues or disputes in
Lakeland, Winter Haven, Bartow, and the Polk County
Florida area, make sure your legal rights are protected
by seeking the legal advice of an experienced Lakeland
estate planning attorney & lawyer by contacting
The
Law Office of Joseph A. Morrison.
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