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


How much do you really know about tax law? Or how it applies to your Florida estate plan? Law firms like ours focus on the specific needs of Floridians who need assistance with this type of legal planning. Taxes, and their intersection with your Florida estate planning, can be complicated on several levels. Due to the level of complexity involved, especially in years when the tax code could be changing, it is important to have a strong relationship with an experienced Florida estate planning attorney.

Are you staying current on the upcoming legislation? While most of our clients would agree that they need to be informed, many would admit they do not know how. They are looking to our firm to guide them, and this is a role we eagerly accept. After all, what do you know about tax law or the intricacies of applying it to your estate plan? This is a unique area in many ways. For instance, unlike most attorneys whose practices are defined by a particular type of law, estate planning attorneys are defined by the clients they serve and their ever-changing needs. 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
• State tax law and federal tax law
• Navigating changes that could impact the longevity of estate planning created

The tax code will change over time; this is a normal process. We need to be prepared to address these changes, however, and ensure your Florida estate plan remains relevant. Determining when to create a tax-centric estate plan, what type of plan to choose, and how to both create a legacy and navigate the estate and gift tax structure can be complicated. Even more so when there is uncertainty in the law. An experienced estate planning attorney can assist you and your loved ones in navigating such issues.

Putting estate plans in place now, or revising existing ones, can help bring you and your loved one’s peace of mind. For instance, engaging in planning sooner rather than later can not only help ensure that potential tax costs are addressed, but it may also protect your life savings from being depleted due to poor or inexperienced planning.

An experienced Florida estate planning attorney uses a variety of legal tools and techniques. Estate planning firms like ours take 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 meeting time.