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Making decisions now about your Will and estate will eliminate the burden from your loved ones having to make decisions later.

A Will is a necessary document to protect the interests of both you and your family. This document states how you want your property distributed among your heirs and beneficiaries and lists gifts to other family members or friends, charitable donations and other financial arrangements.

Whether you are young or old, don’t let planning get put off by thinking there’s always next year. While it’s hard to think about what happens after you are gone, not planning can put your loved ones in serious trouble, without enough assets to support them.

Why do I need an attorney for my estate planning?

Question MarkWhy do I need an attorney for my estate planning?

If you die or become incapacitated without a Will or Trust, the laws of your state will determine how your property is distributed, and the court will assign a guardian to your minor children. Not having a Will and/or Trust may increase your family’s tax liabilities, not to mention the legal disputes or challenges that result when there is no estate plan in place.

An experienced attorney can help guide your estate planning experience and tailor your documents to meet your needs and wishes for the future.

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Question MarkWhat if I have my estate planning complete?

Laws and lives change, so it’s important to make sure you have the proper documents in place. You may move to another state, get divorced or remarry and have children from previous marriages you would like to provide for. Estate planning is not a once in a lifetime event, but a lifelong process that requires revisiting. It’s good to periodically review your plan to make sure your wishes haven’t changed:

  • Are the beneficiaries you selected in your Will and Trust still the ones you would name today? How about alternates? Are they still willing and able to assume those responsibilities? Are the beneficiaries on your life insurance up to date?
  • For those with minor children, are the Guardians you named the persons you want to raise your children? What about pets?
  • Does your planning reflect all your assets, big and small?
  • Have you created letters of instruction with information in the event of an emergency, including names and contact information for key professional advisors, location of original records, how to find passwords and other online information, medical information, insurance summaries and other general instructions?

Question MarkMore questions about Wills, Trusts and Estates?

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Established in 1962, Goldstein, Buckley, Cechman, Rice & Purtz, P.A. cares about and serves the legal needs of our neighbors, with six convenient offices in Southwest Florida

Call us today to schedule your free attorney consultation.

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Office Locations

Fort Myers Office 1515 Broadway Street
Fort Myers, FL 33901 Map ItMap It
McGregor Office 2300 McGregor Blvd
Fort Myers, FL 33901 Map ItMap It
Cape Coral461 Del Prado Blvd S
Cape Coral, FL 33990 Map ItMap It
Naples2590 Northbrooke Plaza Dr
Naples, FL 34119 Map ItMap It
Lehigh Acres 4802 Lee Blvd
Lehigh Acres, FL 33971 Map ItMap It
Port Charlotte2852 Tamiami Trail Unit 1
Port Charlotte, FL 33952 Map ItMap It