Estate Planning

Everyone in life owns things, and those things make up your estate. Your home, furniture, personal property, vehicles, real estate, finances — it all goes into making up your estate.

When you pass on or become incapacitated, it’s important to be prepared so that you can ensure your wishes are carried out as you planned. In the state of Florida, you need to provide a written set of directions — aka a Will, or the state will determine one for you (not always a good thing!).

That’s the essence of estate planning — having a pre-made plan of your choosing that directs who gets what after you die.

Good Estate Planning is more than a Basic Will

The folks at WealthCounsel define estate planning as “I will do whatever it takes to ensure that when I am gone family harmony is realized and the inheritance I leave protects, improves, and enhances the lives of my beneficiaries.”

You’ll notice that definition doesn’t talk about tax planning nor passing down money, rather it incorporates positive terms like enhance, improve, harmony, and protect.

That’s not to say, if there’s a tax issue, then tax planning should be part of one’s estate planning.

Here at The Herman Law Group, that’s what we do for our clients, we protect, improve, and enhance.

Estate Planning

The Herman Law Group attorneys are very competent at estate planning, having developed a streamlined planning process that addresses our client’s concerns.

To us, estate planning isn’t a one-and-done event; rather we are dedicated and connected to our clients, making sure their plans are regularly assessed, performing well, and updated as needed.

Provide a Sense of Relief and Security

We’ve found having a group of attorneys who know you, your family, and your concerns and goals provides a sense of relief and security.

Estate planning also means peace of mind.

A properly prepared, planned, and executed estate will give you and your family peace of mind. We believe estate planning is one of the most considerate and thoughtful things you can do for your loved ones.

Many of our clients are extremely concerned about taxes, court intervention and costs, minimizing administrative hassles, and unnecessary legal fees. When a crisis hits, your plan should be already in place to avoid as many of these expenses as possible.

Having an attorney by your side, who knows and understands your life can be an extraordinary relief and benefit.

Long-Term Care Planning

These days, many folks view the potential cost of future health care expenses as the real threat. Perhaps you’re like us and know someone who lost everything due to healthcare expenses spiraling out of control.

We can help you draft a plan that may prevent the loss of life savings to long-term care expenses.

The Herman Law Group Estate Planning Program

Life is about change; your assets change, the law changes, there are family changes, all likely requiring updates to your estate plan.

Committed to providing you with the very best legal counsel, The Herman Law Group will protect you, and your family, now and in the future.

Get Your Free Consultation Now

The Herman Law Group is committed to providing the very best legal counsel. Our attorneys help families with estate planning, estate tax planning, probate and estate administration.

We’re passionate about providing exceptional client service that goes well beyond what’s typically expected and received.

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