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Estate Planning

/Estate Planning
Estate Planning 2022-04-21T13:02:56-04:00

Estate planning includes how you will dispose of your personal assets after you pass away, but it also involves much more. It includes making the decisions about who will take care of your minor children should something happen to you. It includes who you will designate to handle your affairs should you become incapacitated – as well as how you want your affairs to be handled. It includes decisions about where and how you want to be laid to rest. It is the responsible choice for those who want to protect their loved ones from pain and expense in addition to the grief that comes with passing on.

Bob Carlson has extensive experience in the area of estate planning. Estate planning includes:

  • Wills
  • Living trusts
  • Powers of attorney
  • Advance directives/living wills

For estate planning, there is no charge to our clients for the initial consultation. At this consultation, we will discuss your specific concerns and estate planning needs, and decide together what your best options are to protect your family and secure the maximum amount of your estate for your heirs.

Do you know how to protect your home and assets before applying for nursing home care under Medicaid?
Are you aware of the advantages of having a will and a trust?
Can you protect your family’s inheritance from probate costs, divorces, illegitimate children or lawsuits?
Do you need a safe way to provide for your children or grandchildren who may have special needs or alcohol or drug addictions?

Do you know there is no estate, inheritance or income tax in Florida?

Did you know that an estate tax is a Federal transfer tax on the value of the decedent’s estate before distribution to any beneficiary and is paid by the estate? For most families, the estate will not be subject to the Federal estate tax. The applicable exclusion amount for a person dying in 2022 is $12,600,000.

Have you heard about the homestead protection for your primary home once you establish residency in Florida? A Florida claim of homestead can significantly reduce real estate taxes.

Many of my clients own property in Florida and Massachusetts for these reasons – and they become and remain Florida residents by staying out of Massachusetts more than six month per year. When drawing up estate plans I include Florida will and trust requirements to insure the estate plans will be compliant in both states.

You can reach me at (904) 944-1704 or Click Here to contact me.

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