How to Work with Your Estate Planning Attorney When Tax Laws are Changing


Did you know that if there are changes in the tax laws, they could possibly impact your Florida estate plan? Are you keeping up-to-date in regard to any impacts from current or pending legislation to your Florida estate plan? At our law firm we focus on the specific needs of Floridians who need assistance with estate planning that will help them both now, and in the future.

The impact of taxes on your Florida estate planning can be very complicated. Because of the level of complexity, especially in years when the tax code may change, it is vital to have a strong relationship with an experienced Florida estate planning attorney. In addition, once you have created your estate plan, it is important to see your attorney regularly.

Our firm keeps up-to-date on any and all changes in both taxes and legislation, and our clients appreciate that. They look to our firm for guidance, and this is a role we welcome. Our clients know they can trust us. Estate planning is an area of law defined by what the client needs at a particular time and circumstance in life, knowing these plans could change later. For estate planning attorneys this can include:

• Comprehensive Florida estate planning
• Durable power of attorney and other important financial legal documents
• Health care planning and end of life care
• Long-term care planning
• Navigating changes that could impact the longevity of estate planning created

At our law firm, we can ensure your Florida estate plan remains relevant by knowing when the tax laws change and how to address these changes. The impact of taxes, what type of estate plan to have, how to create a legacy and navigate the estate and gift tax structure are complicated issues. An experienced estate planning attorney can assist you and your loved ones in handling such issues.

Give yourself and your loved ones peace of mind by creating your estate plan now or revising an existing one. Be aware that by planning sooner rather than later you not only help ensure that potential tax costs are addressed, but your estate plan may also protect your life savings from being depleted due to poor or inexperienced planning.

As experienced Florida estate planning attorneys we use a variety of legal tools and techniques. Our firm takes into consideration many of the key issues that Floridians face: tax changes, financial well-being, health concerns and autonomy, legacy and family protection, and quality of life. For assistance in estate planning matters, please contact our office to set up a time to meet.

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