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Estate Planning


Jacksonville Estate Planning Attorney - Lawyer, providing experienced Estate Planning, Elder Law, and Estate Law legal Services in Jacksonville, Hilliard, Duval County, Nassau County and the surrounding Northeast Florida areas.


Estate planning is important, regardless of the size of your estate and assets.  Proper Estate planning allows you to ensure that the property you own at your death  will go to the people and organizations of your choosing, in the manner and time frame that you dictate. This is certainly preferred over having the state choose how your assets will be distributed.  Proper Estate planning is of particular importance where assets will be left to minors, young adults, individuals with special needs, or individuals who lack financial sophistication.

In addition, a proper estate plan will anticipate tax issues and in many cases, can completely avoid, or greatly reduce, what would otherwise be a punitively high tax.  Over the last decade, the laws governing the taxes that affect a decedent’s estate have changed dramatically, and it is expected that they will continue to change into the future.  As a result, it is a good idea to review your estate plan regularly to ensure that it remains up-to-date. Estate planning often involves a last will and testament, trusts, durable power of attorney, life insurance policies, a living will, and other estate related documents.

Steven M. Fahlgren represents the rights and goals of those who must address estate planning, elder law, and estate law legal issues in the Jacksonville, Hilliard, Duval County, Nassau County and the surrounding Northeast Florida areas. For a confidential legal consultation, please call 904.845.2255.

Many of the issues we frequently address regarding Estate Planning include, but are not limited to:

  • Drafting and preparation of trusts;

  • Drafting and preparation of last will and testament

  • Drafting and preparation of living wills and healthcare powers of attorney;

  • Choosing payable on death accounts where warranted;

  • Updating life insurance policy and retirement fund beneficiaries;

  • Tax planning with your attorney and certified public accountant (CPA);

  • The pros and cons of a general power of attorney.

If you have questions, concerns, or needs regarding estate planning, elder law, and estate law legal issues, we urge you to seek the legal advice of an experienced Jacksonville estate planning attorney - lawyer. Contact The Law Offices of Steven M. Fahlgren, P.A., at 904.845.2255 to schedule a confidential legal consultation.

Having estate planning documents prepared may be essential in how your estate will be handled and distributed in the event of your passing. In the absence of these estate documents the courts will make all decisions relating to your estate, often times causing disputes between your family members and loved ones. This can happen to any family, regardless of the size of the estate in the absence of the proper estate documents.

If you require professional legal services regarding estate planning, elder law, and estate law legal issues, be proactive in protecting your legal rights by seeking the legal advice of an experienced Jacksonville estate planning attorney - lawyer. Contact The Law Offices of Steven M. Fahlgren, P.A., by calling 904.845.2255.


Jacksonville Estate Planning Attorney - Lawyer, providing experienced Estate Planning, Elder Law, and Estate Law legal Services in Jacksonville, Hilliard, Duval County, Nassau County and the surrounding Northeast Florida areas.

 

 

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