Here for YOU Today and There for your FAMILY Tomorrow

The Bigger Picture for Estate Planning


The Bigger Picture for Estate Planning

Transferring assets after death is just a small part of estate planning. It is something that needs to be done throughout your life to use, preserve and transfer assets in the most efficient way possible. Start by determining your overall goals, says The Jamaica (WI) Gleaner in “Personal Financial Adviser | Why estate planning is necessary.” Do you wish to make sure that your spouse has enough money to live on and is able to retain ownership of the family home? Or are you more concerned with funding your children’s college education? Or do you want to accomplish both goals?

Once you’ve made a list of your goals, you can begin working with an estate planning attorney to figure out the best way to make it happen. He or she will help you to prepare the necessary documents and advise you on acquiring assets and registering titles in the way that best meets your objectives. Things change, so review your plan every few years. There could be births, deaths, marriages, and divorces in your family; your assets may gain or lose value, and the laws may change.

Estate planning lets you decide who distributes your assets after your passing and can reduce the stress and costs of settling your estate.

Your estate plan should include liquid assets for your beneficiaries to settle debts, claims and administration expenses. There are many different tools available to transfer assets, including life insurance, joint ownership of assets, inter vivos gifts and trusts among them. Your estate planning attorney will work with you to determine which are the most suitable for you and to create the best plan for your situation.

Do you live in Miami-Dade, Broward, or Palm Beach counties in Florida? Laws are constantly changing-- has your estate plan been reviewed in the last 2-3 years? Call me (954-888-1747) right away for peace of mind. I can help!

  • My practice is exclusively estate planning and probate,
  • I have prepared numerous estate plans in 16 years of practice,
  • I have administered estates and trusts through Probate all over Florida,
  • I am a Certified Financial Planner Professional™, and
  • I am here for YOU today and there for your FAMILY tomorrow.

Reference: The Jamaica (WI) Gleaner (November 20, 2016) “Personal Financial Adviser | Why estate planning is necessary”

Why would we recommend D.T.F.? Several Reasons: Your ability to explain complex estate problems, clearly and patiently; your total lack of arrogance and pretense; a strong feeling that you are motivated by what you perceive is best for your client, rather than what would generate the largest legal fees; finally, and importantly, you are a lovely guy. A.C.

Two words cannot sum up the entire process of creating my “trust.” I enjoyed your attention to detail, your patience of explaining terms and conditions until I understood, also giving me copies to read and understand. Thank you for your suggestions on what was best for “me” but still allowing me to make my choice. Most of all, thank you for thinking of “me.” Wells Fargo said “you were the best” I cannot deny that. Again thank you very much for everything. Anna is an asset or a compliment to the firm. She is warm and very caring. It was great doing business. Thank you.