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Estate Planning

The Importance of Estate Planning

Estate planning is necessary for a financially secure future. It also makes it easier to distribute one’s assets after death. A person needs to develop a streamlined and comprehensive plan that meets their long-term goals and needs.

By developing trust or will and doing other vital asset planning, a person can significantly lower the tax burden while ensuring the financial security of his/her family[i]. With legal help, you can create essential documents and set priorities that give you financial control and freedom[ii]. Giovannetti Thurston, PLLC, can assist you with your estate planning.

Estate Planning Documents

In Florida, key documents one needs for estate planning include the following[iii]:

  • A will that provides details of assets distribution and beneficiaries
  • A living will that provides details of one’s wishes regarding medical care at the end-of-life
  • A power of attorney that names someone who should manage their finances if required
  • A surrogate healthcare designation that names someone who ensures to honor their healthcare wishes

Giovanetti Thurston can help you handle legal matters related to your estates, such as wills, probate, trust, power of attorney, and more.

Ready to get started? Schedule a consultation today.

During your consultation, we will discuss the options available in your specific case, and help you understand your rights and obligations.
  • [i] https://eforms.com/estate-planning/fl/
  • [ii] https://www.floridabar.org/the-florida-bar-journal/what-every-attorney-needs-to-know-about-estate-planning/
  • [iii] https://www.floridabar.org/about/cert/cert-applications-and-requirements/cert-ep/