Estate Planning
CAPE CORAL, FORT MYERS, LEE COUNTY, FLORIDA
An estate is both the real and personal property owned by an individual before it is distributed through a will or a trust. Real estate is the actual property, and personal property is everything else you might own, such as vehicles, bank accounts, stocks, household items, and more. These are the types of property your heirs or beneficiaries will inherit. This may be done before or after death. Estate planning is done to protect your assets and transfer them as quickly as possible to avoid any unforeseen event that might cause problems for you or your heirs.
A lawyer with experience in estate planning does more than creates a will. They can set up a plan to ensure your wishes allocating certain items to your beneficiaries are followed, as well as help to minimize any fees or taxes that may incur. The preparation of a plan to allocate your personal and real property may include topics and issues such as:
If you are interested in obtaining an experienced lawyer to set up an estate plan, and are in the Cape Coral, Fort Myers, or Lee County, Florida area, please contact Lusk, Drasites, Tolisano & Smith, P.A. Because rules and requirements change over time, and Florida laws may be different than how your original estate plan is set up, we will be happy to answer any questions you might have in an initial consultation.
