ESTATE PLANNING IN MIAMI BEACH, FL-WHAT ABOUT MY BUSINESS?
Estate planning with business planning is different every time. Sometimes, the business goes to the surviving spouse and children. Often times, the business is completed within 6-12 months of the business owner’s death and then sold or closed. If the business has partners or is valuable there may be a buyout or sale.
HOW DO I HANDLE MY BUSINESS IN MY ESTATE PLANNING DOCUMENTS?
Business succession is handled in corporate documents, such as a stock shareholders agreement or a buy sell agreement, or in the individual owner’s estate planning documents. For example, the business shares can be placed into a revocable or irrevocable trust, depending upon the client’s situation. The trust can then contain provisions regarding the client’s wishes.
WHO NEEDS AN ESTATE PLANNING ATTORNEY, CAN I DO IT MYSELF?
Hiring an estate planning attorney in Miami Beach, Florida, is helpful and most protective. There are many websites that claim to create simple estate planning documents. Please be careful with these as they are not giving you the personal attention that you deserve. After over twenty-five years of estate planning, I can say with certainty that every case is different and requires individualized attention to detail. By hiring a proficient estate planning attorney now, you can save your loved ones time and money spent in probate court later.
WHAT INFORMATION DO I NEED TO BEGIN THE ESTATE PLANNING PROCESS?
The most basic information needed for estate planning is a list of your assets, a list of your loved ones, and a basic big picture plan. Once you have the people chosen to run your finances and health care if you are unable and have also determined who gets your assets and when, for example at what ages, we can get started. There are many other details that will be discussed in person at our first meeting and beyond as we create a personalized plan for you.
WHY SHOULD YOU USE ALLY M. GLASER, PA TO HANDLE YOUR WILLS AND TRUSTS, ESTATE PLANNING IN MIAMI BEACH AND MIAMI-DADE AND BROWARD PROBATE MATTERS?
As a Miami Beach Estate Planning, Wills and Trusts and Probate Attorney in Miami Beach with over twenty-six years of experience and both a Psychology and Law degree, I handle these matters with knowledge and sensitivity. I am familiar and comfortable with both the Broward County and Miami-Dade probate court system and know how to get things done. Additionally, because I do both estate planning and probate law, I am familiar with the challenges of each and provide my clients with additional protections. Call or email me today to discuss your Miami Beach Estate Planning, Wills and Trusts and Miami-Dade County Probate matters. I am happy to help you and your loved ones during this important process.