When planning your estate, it is important to meet with an attorney who has experience in dealing with estate and family issues to make sure your objectives are accomplished. It is important to consider how your estate is distributed to your children and other beneficiaries. Creditor protection and asset management issues should be reviewed, with an understanding that providing for equal distributions to children or other beneficiaries does not require the same distribution plan for each person. Income, estate, gift and generation skipping tax issues should be reviewed to determine if they will impact the estate plan. Confirming that a responsible person will be able to make health care decisions is very important.

A significant number of Americans don't have the most basic estate planning documents, including a will, living will, health care surrogate designation, HIPAA authorizations and financial powers of attorney. Planning in advance of a problem is the best way to ensure that the proper financial and personal decisions will be made in the event that you cannot make those decisions.

estate planning

 

Fort Myers Law Firm

Dignam Law offers personalized attention and customized solutions in estate planning. Michael F. Dignam has practiced as a tax and estate planning attorney in the Fort Myers area for over thirty five years.

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Where Are We?

Contact

Address: 1601 Hendry Street,
Fort Myers, Florida, 33901

Phone: (239) 337-7888

Email: mfdignam@dignamlaw.com

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