Estate Planning

Serving Florida and Pennsylvania for Over 30 Years!

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Best In Class Estate Planning

An estate plan is an integrated set of legal documents controlling what happens to you and your assets if you become incapacitated or if you die. If you don’t have a plan, the state in which you live has a plan set up for you. Our estate planning team will meet with you and help you create an integrated estate plan to care for yourself and your family with the minimum amount of delay, expenses, and taxes.

 

 

With guidance from an attorney whose practice has been especially dedicated for more than 30 years to estate and trust planning and administration, you will be able to protect your assets. You can rest assured your final wishes will be met.  Our legal team is dedicated to estate planning and has been involved with the creation and/or administration of more than 3,000 estates/trusts across 5 states. 

 

Our scope of services range from simple wills to complex estates comprised of multiple trusts and other legal entities to minimize taxes, provide a level of privacy and asset protection for families and their businesses.

 

Basic Documents in estate planning include:

 

  1. Will – A legal document that transfers assets in your name at the time of your death to your intended beneficiaries.

  2. Durable Power of attorney — A legal document naming a designated person(s) to make financial decisions on your behalf when you are not able. 

  3. Advance Health Care Directive or Durable Power of Attorney for Health Care — A legal document naming a designated person(s) to make all health care decisions for you when you are unable to do so for yourself, including terminal illness situations.

 

Other Documentation

 

Revocable and Irrevocable trusts

Trusts can be revocable - that is, they can be changed by the person setting up the trust. Irrevocable is a term denoting the fact that the terms of the trust cannot be changed by anyone.

 

Asset Protection

Asset protection is the use of legal documents that guard your assets/wealth from the claims of ex-spouses, creditors and predators. This may involve creating limited liability companies and/or partnerships, corporations and irrevocable trusts.

 

Business Succession

Business succession is generally the process of establishing a plan backed up by legal documents to assist in the orderly and tax efficient transfer of the ownership in a business to the next generation. We will discuss and explain the benefits of family limited partnerships, family limited liability companies, buy-sell agreements funded utilizing life insurance to ensure a seamless transfer of ownership to your family.

 

 

The best time to plan your estate is is right now so you are prepared before you become incapacitated or die. The most important benefit is peace of mind, knowing your wishes will be fulfilled, your transfer taxes will be eliminated or minimized, and your family harmony preserved.

 

Best in Class Service For

All Your Estate Planning Needs

Contact Us

RTI Insurance Services, Inc. 6371 Business Blvd.,

Suite 200 Sarasota, FL 34240

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