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ESTATE PLANNING

Estate Planning Sarasota

Estate planning is more than avoiding or reducing estate taxes. Ultimate result of estate planning is preservation and distribution of your life’s savings consistent with your wishes and desires. Qualified estate planning will let you stay in control even at the end of your life. We developed a personalized approach to holistically analyze your family situation and your wishes. We take time to discuss your estate planning goals and help you to achieve them.

 We can help you with:
 
  • Powers of Attorney
What is a Power of Attorney?
The Power of Attorney gives a person, selected by you, authority to act on your behalf. Depending on your wishes, your Agent’s powers can be limited or vast. Typically, Power of Attorney gives your Agent the authority to write checks, check mail, make bank deposits, manage property on your behalf. If you become incapacitated and you do not have Power of Attorney, your family members will have to ask a guardianship in Court to manage your finances.
  • Wills;
  • Trusts,
  • Advance Health Care Directives;
  • Revision of your existing estate plan (if available)

I already have estate plan. Do I need to review it?

Yes, we recommend you review it periodically, especially if there has been a change of circumstances.

Please consider the following most common reasons to review/modification of existing estate plan:

  • Death of spouse; 
  • Marriage, remarriage, divorce;
  • Changing your state of residence;
  • Birth or adoption of a child;
  • Serious illness of a family member;
  • Beneficiary develops substance abuse symptoms or becomes financially irresponsible;
  • Substantial change in total assets value;
  • Changes in law.



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Bach & Jacobs, P.A.

 - 240 S. Pineapple Ave, # 700 - Sarasota, FL 34236  941.906.1231

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