Naples Estate Planning Lawyers
Everyone knows how important it is to do estate planning, but many people hesitate. If you are worried that you will miss a crucial piece or that your plan will not reflect your wishes for the future, turn to our Naples estate planning lawyers at Kelleher + Holland, LLC.
We are your comprehensive, full-service law firm with an office in Naples, Florida. We offer tailored estate planning solutions to provide peace of mind for our clients. Our long-term planning strategies are tailored to your individual needs and goals. We even offer proprietary tools like Beneficiary Income Accumulation Trust (BIAT®) provisions, exclusive to our firm, to make the process easier and faster.
Comprehensive Florida Estate Planning Assistance
We can help you prepare various estate planning tools, including:
- Wills: Ensure your assets are distributed according to your wishes.
- Living wills: Specify your medical care preferences in case you become incapacitated.
- Trusts: Manage and protect your assets for the benefit of your loved ones.
- Charitable trusts: Support your favorite causes while managing your estate.
- Retirement benefit trusts (RBTs): Maximize the benefits of your retirement accounts.
- Irrevocable life insurance trusts and life insurance planning: Protect your life insurance proceeds from estate taxes.
- Powers of attorney: Designate someone to make decisions on your behalf.
- HIPAA authorizations: Ensure your medical information can be accessed by designated individuals.
Your plan can be as simple or complex as necessary to make your estate clear and legally enforceable. Our Naples estate planning attorneys can also help you update an existing plan to reflect your current situation.
Why Estate Planning Is Important
Estate planning is crucial for people of all ages and family situations. It helps ensure your wishes are honored, provides financial security for your loved ones and minimizes potential conflicts. Whether you’re single, married, have children or own a business, a well-crafted estate plan can provide peace of mind and protect your legacy.
Common Estate Planning Questions
We know that you may have more questions about estate plans, including the basics that are needed as part of a comprehensive plan. We have answered additional questions here on our website. For more detailed information about your specific situation, please reach out to our Naples estate planning lawyers today to build the plan that is right for you.
Where do I need to do my estate plan?
The place where you need to do your estate plan depends upon where you consider to be your actual “home.” Several factors may go into which location is best for you, and our attorneys can help you determine how to proceed in a way that helps you protect your assets. Each state has different laws regarding estate planning, so it will be necessary to know how those apply to your situation before you make any estate planning decisions.
For those who live in Naples only a portion of the year, this will be a particularly important item to resolve prior to completing your estate plan. Year-long residents of Naples do not have the same concerns to evaluate and determine, as Florida laws will apply to their situation. Our Naples estate planning lawyers can help you review the possible issues you need to resolve when making a comprehensive estate plan.
Can I leave property in Florida to people who do not live in Florida?
Yes. You may leave property to people who do not live in Florida as part of your Florida estate plan. There is no requirement that you have to pass the house or other property you own in Florida to someone living within the state at the time of your passing. However, the process of passing that property to those outside of the state will be handled according to Florida laws. We can meet with you to determine how best transfer that property, and also ensure that your estate plan is up to date and comprehensive.
What do I do if I own property in multiple states?
This is a complex situation that requires the guidance of an experienced estate planning attorney. Your attorney can work with you to determine where exactly your home state should be established, and then decide how to strategically plan your estate to ensure that everything is accounted for in the documents you create. Your specific needs will have to be carefully analyzed to prepare a comprehensive plan that details how the property should be distributed in each state.
Do I need to update my estate plan if I have recently moved?
It is always a good idea to review your plan to make sure it reflects your current wishes. A major life event, like moving, is a good time to review your estate plan. It can be especially important if you are moving to a new state.
Contact Kelleher + Holland, LLC Today To Start Your Estate Plan
If you need help setting up or amending your estate plan, contact us today. Schedule a consultation today by calling 239-999-7558 or emailing us to secure your future and protect your loved ones.