We begin the estate planning process by meeting with each client to understand their circumstances. During this meeting, we will help each client articulate their estate planning, wills and trusts, wealth transfer goals and, ultimately, complete the preliminary planning process.
We view estate planning as a life-long process that involves educating younger generations of family members about the family’s values and gradually developing in them the skills to manage their personal finances and investments.
Family members must be educated to assume responsibility for participating in the administration of family trusts and other entities, whether as trustee, advisor or beneficiary.
We will guide you and your family through the “legalese” to ensure a complete understanding of the important elements of your estate plan.
The typical estate plan consists of a durable power of attorney, healthcare surrogate, living will, will, and, in many instances, a trust.
We help our clients define their objectives by thinking through and discussing issues such as:
At Cipparone & Cipparone, we believe everyone should have a proper will in place to avoid any unfortunate complications. It’s important to have a thorough will in place. If not, the distribution of assets, which mirrors what you would have set forth in a will, often results in assets being distributed outside of what that person would have planned or wished. Whether it be simple or complex, we work with a variety of clients and tailor their will to fit their needs.
The law offices of Cipparone and Cipparone have been providing business legal services in Central Florida for many years. If you are in need of business law services or are currently involved in a business dispute, please contact us now.