Bonita Springs Estate Planning Lawyers Help Clients Achieve Goals

There is more to estate planning than writing a simple will. Wills may be simple or complicated, depending on the family income, assets, number and age of family members, tax status of the family, and many other considerations. While there are many “do-it-yourself” packages on the market,  it is always best that wills and trusts be drawn up by an attorney who is knowledgeable in the latest state and federal statutes and tax laws. Today, many attorneys also prepare for their clients a durable power of attorney and a health care proxy.  Since these forms are statutory, the legal secretary/paralegal can prepare these forms for the attorney. Wills and Codicils, Trusts, Intestate Succession, Estate Planning and Administration all must follow the Florida Probate Code and the Florida Rules of Probate and Guardianship Procedure, which together with FS Chapters 731, 732, and 733, all fall under the jurisdiction of the Circuit Court. Working alone or in tandem with the client’s existing estate planning attorney, Lyons & Lyons is well equipped to prepare a comprehensive  plan for its clients. We focus on what your goals and desires are, educate you as to the various planning methods, and assist in the implementation of that plan.

Unlike traditional estate planning which focuses on what happens after death, Lyons & Lyons approaches it  from the perspective of meeting lifetime needs first and then developing an after-death plan.

One primary purpose of estate planning is to distribute your assets according to your wishes after your death but good planning means dealing with lifetime needs first. As part of your estate plan at Lyons & Lyons, we therefore focus on long-term care needs, incapacity planning, asset preservation, access to health care, and other matters. After first dealing with lifetime needs, successful estate planning transfers your assets to your beneficiaries quickly and usually with minimal tax consequences.

The process of estate planning often includes inventorying your assets, making a will and/or establishing a trust, preparing a durable power of attorney, and other advanced directives. Matters such as minimizing estate taxes, spendthrift children, children with unstable marriages, charitable inclinations, or preserving your assets against catastrophic illnesses are additional issues that may need to be dealt with either by us alone or with your tax counsel.