Estate Planning Attorney in Naples
All About Hiring and Estate Planning Attorney in Naples
As you consider hiring an estate planning attorney in Naples, you should think about estate planning as a serious business. A wrong word or missing signature may completely transform this document, changing the entire intent or will of your trust. After all, in the event of an unfortunate death or incident where someone requires this document, you will not be in a position to defend yourself.
The attorneys from the Law Office of Madelin Diaz, P.A. would like to impart some information to help individuals that remain curious about hiring an estate planning attorney in Naples. We hope that the information below helps individuals on the fence about hiring a qualified and experienced individual or business to help them draft their estate planning documents.
Estate Planning Lawyers Remain Necessary Due to State Laws
Despite state law obviously varying from jurisdiction to jurisdiction, they remain very specific about what can and cannot exist in a will, trust, or power of attorney. These impositions additionally regulate who can and can’t serve as executor or representative in a trust, and even the attorney.
For example, in the state of Florida, a personal representative must either reflect a blood relative, marriage relative, or a resident of the state. Unfortunately, in Florida, you cannot enlist the services of a close family friend or attorney in a will or trust. Working with an experienced, qualified estate planning attorney in Naples can help you avoid this very simple, however, costly mistake.
The Value in Enlisting a Professional
Buyer beware is a saying that definitively applies to estate planning. Many individuals enter our office after enlisting forms or software that they find on the internet. They hope by sourcing their estate planning needs that they will obtain substantial savings in the short run.
The unfortunate reality that these individuala realize is that in many cases, their will or trust is invalid. It also may not work as anticipated. They then experience an additional rude awakening as they spend exorbitantly. This is in attempt to redraft and repair the damage caused by these mistakes with a true professional.
An Estate Planning Attorney in Naples will help you Sort out Complex Issues
The following situations often require the attention of an experienced and qualified estate planning attorney in Naples:
- Involvement in a second or later marriage
- Ownership of one or more businesses, or real estate in multiple states
- Disabled family members
- Minor children
- Problem children
- No children
- The desire to leave some or all of the estate to a charitable organization
- Possession of substantial assets in a retirement plan such as a 401k or IRA
- Recent divorce
- The recent loss of a spouse or other family member
- Possession of taxable estate for federal or state tax purposes
If any of these aforementioned circumstances reflect your situation, then you will likely require professional assistance from an experienced estate planning attorney in Naples. This individual or business can help guide you through complex situations while drafting your estate planning documentation.
Alternatively, you will probably rely on a probate lawyer as your estate is divvied up to unintended parties. This might include your states’ Department of Revenue, or even the IRS receiving the largest, most significant portion of your estate.
Ensure you Feel Comfortable with your Estate Planning Attorney in Naples
As you search for a qualified professional, it is important that you ask “Can I see myself working harmoniously with this attorney?” Even if your prospective professional imparts all the correct answers for your concerns, ensure that you remain comfortable sharing some intimate information with this individual or firm.
If you do not feel comfortable, then you will likely end up holding back potentially crucial information as you make your way through the process. This is a disservice to both you, as well as the professional you enlist to handle your estate planning.
For this reason, ensure you find a trustworthy lawyer you feel comfortable with. Furthermore, this will help your legal professional plan for any potential issues, equipped with all the pertinent information. If you discover that you don’t represent a good fit with an estate planner. It is far better to uncover this information in the beginning. Contrarily, you may invest significant time and money making this discovery late in the process.
Estate Planning Attorney in Naples from the Law Office of Madelin Diaz, P.A.
Estate planning serves as a systemic approach to ensuring your personal and financial affairs remain in order should the unfortunate event of mental incapacitation or fatality occur. The basic legal document is a necessary part to plan for death, serving as a last will and testament. Remember that it additionally represents a written set of instructions to your loved ones outlining how you want to distribute your estate after your death.
Our South Florida law firm wields a substantial amount of experience helping individuals plan for the unforeseen. This includes estate planning, will drafting, etc. the Law Office of Madelin Diaz, P.A. takes the time we need to intimately understand our clients. We know that not every estate planning issue is the same. For this reason, we utilize the information about our clients to ensure optimal outcomes and produce preeminent results.
For more information concerning an estate planning attorney in Naples from the Law Office of Madelin Diaz, P.A., in addition to how we can help you, contact our caring and concerned legal staff today. We can help you ensure that your assets remain protected in the event that you cannot protect them yourself!