The Family Estate & Legacy Goals Conversation™

At our first meeting we will help you identify your goals, actively listening to you. We are very interested in learning what is most important to you and to your family, as well as what you believe may be impediments to realizing your estate and trust goals.

Most of our clients have at least one of the following concerns in their estate planning matters, requiring careful thought to provide solutions within their estate planning documents:

	young children who should not inherit large amounts immediately upon your demise or who require the naming of a guardian;
	a spouse who requires support first, before distributions to children or grandchildren;
	a spouse who is not the parent of your children;
	not updated your documents since becoming a Florida resident;
	a disabled beneficiary or one with special needs considerations;
	spendthrift beneficiaries;
	a desire to provide for future beneficiaries’ educational or medical expenses;
	intent to hold assets in trust for one beneficiary with ultimate distribution to another;
	assets with income tax ramifications such as retirement accounts and annuities;
	illiquid assets such as real estate;
	large life insurance policies;
	family business holdings or Subchapter S corporations;
	closely held business, partnership assets or land trusts;
	federal or state estate and gift tax potential;
	assets or property located in different states or countries;
	beneficiaries who may have large taxable estates;
	beneficiaries who may not get along;
	personal liability and asset protection issues;
	beneficiaries who may get divorced from their spouse or have creditor issues;
	charitable intent, or
	out-of-date or no advance directives documents such as durable powers of attorney, health care surrogates and living wills.

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The Family Estate & Legacy Solution, 9100 College Pointe Court, Fort Myers, FL 33919 • tel: 239.334.1141 • fax: 239.334.3965 • email: info@familylegacysolution.com
© Copyright 2008, All rights reserved. Family Legacy Media, LLC.

Disclaimer: The information contained on this site shall not be construed as legal advice, as the information is general in nature and is not specific to any individual client or jurisdiction. No attorney/client relationship shall be established in the use of this site.While every effort is made to keep the information up to date, there is no warranty, expressed or implied, that the information contained herein is current. One should always consult with his or her own qualified estate planning attorney before acting on any legal or tax matter.