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Estate-planning Vero Beach

Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account...
Estate planning is the management of a person's estate (net worth at any point whether alive or dead), during their life, to arrange how this estate will be disposed and managed during their life and after they die. This minimizes gift, generation skipping transfer, estate and income tax. It also takes into account the possibility of incapacity of a person and administers a probate which maximizes the estate value by reducing other expenses. A probate distributes property after death and includes the validation of the will, estate representative hearing notification of creditors and the estate distributed to the will beneficiaries. Some modern estate planners recommend probate avoidance strategies to eliminate the cost and time of the probate process. Mediation is available to settle disputes. For minors and beneficiaries in incapacity, a guardian is often designated. Estate planning law overlaps with elder law which also provision long term-care, and involves wills, trusts, powers of appointment and attorney as well as property ownership.
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9 results for Estate-planning

Lulich & Attorneys in Vero Beach

1612 20th St, Vero Beach, 32960
(772) 589-5500

Our Vero Beach law firm handles legal matters for clients going through some of the most stressful events in their life. Lulich & Attorneys is a Law Firm servicing Sebastian and Vero Beach, Florida. As a Full-Service Law Firm, our firm practice areas include ...

real estate lawyers, business law, estate planning, personal injury

David F. Albrecht, P.A in Vero Beach

2012 28th Ave, Vero Beach, 32960
(772) 567-3424

Contact a Vero Beach attorney from David F. Albrecht, P.A. for the legal representation you need. Attorney Albrecht is a general civil practice lawyer with over 35 years of experience!

llc, legal, vero beach attorney, vero beach lawyer

The Harris Bank Na in Vero Beach

2940 Cardinal Dr, Vero Beach, 32963
(772) 234-5299

For more than 100 years, the experienced professionals at BMO Private Banking have been helping affluent individuals and families preserve and protect wealth. Whether you need assistance with individual components of a financial plan or a comprehensive ...

bmo harris private banking, bmo trust company, banking, estates

James A Schorner PA in Vero Beach

1702 Club Dr, Vero Beach, 32963
(772) 231-5300

Vero Beach professionals providing estate planning, income tax planning and return preparation, probate and trust administration including estate tax planning and return preparation, investment management

accountant, accountants-certified public, associate, attorney

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