Professional Advice You Can Trust
You can go to the Internet and find a program to help you write a will and get advice from a business associate about trusts, but in the end, you need guidance from a professional. I can customize your estate plan because I have 24 years of experience writing wills and trusts for people living in Merritt Island, Melbourne and Rockledge.
My knowledge of estate planning law translates to advice you can trust because there is no substitute for experience when it comes to protecting yourself and your family. If you want someone who will listen to you and provide astute financial advice, then call me, Kevin P. Markey.
As a Brevard County wills and trusts attorney, I take a personalized approach to handling all of your estate planning needs. I do not hand you off to a younger associate or paralegal, you will work directly with me.
Florida Tax Planning Attorney
Establishing trusts will allow you to avoid paying taxes while protecting your property and assets for your family. There are many different kinds of trusts, from simple to complex, but which kind do you need?
A computer program is not going to be able to tell you that, but as an experienced attorney, I can look at the whole picture and offer advice about which kind of trust suits your needs. Each type of trust has its advantages and disadvantages, but you do not want a one-size-fits-all trust because there are state and federal tax rules that need to be followed. Plus, assets that are not properly transferred into the trust can be subject to probate.
Your assets, such as bank accounts, real estate and investments, must be formally transferred to the trust before your death to get the maximum benefit. This process is called funding the trust and requires changing the ownership of the assets to the trust. Laws regarding how trusts can and cannot be used are changing all the time, so by consulting with me, we can determine what kind of trust works for you.