LegalJourney Blog

Monday, February 20, 2017

Proper Estate Planning More Than Just Documents

Poughkeepsiejournal.com published an article by Bernard A. Krooks entitled, "Proper Estate Planning More Than Just Documents" (Feb 2, 2017). Provided below is a brief summary of the article published at Poughkeepsiejournal.com: 

Proper Estate Planning More Than Just Documents

Estate planning is not something we look forward to doing.  It forces us to think about things that are unpleasant, such as who will make decisions for me if I cannot make them myself and who do I want to inherit my property when I die. Thus, there is the tendency for some to procrastinate when it comes to estate planning. 

A critical part of estate planning is ensuring that all beneficiary designations, joint accounts, in trust for accounts and related items have been taken into account to ensure that your wishes are carried out on your death.  Moreover, if you have created a trust as part of your estate plan, you need to make sure the appropriate assets have been re-titled into the name of the trust. While these may seem like simple concepts, I cannot tell you how often we hear stories of people who neglected to do the follow-up work necessary to complete their estate plan.  To accomplish this in the most efficient way, we suggest you work with your estate planning team, including your attorney, accountant, trustee and financial and insurance advisor.

To continue more in depth on this issue, please continue to read the full article “"Proper Estate Planning More Than Just Documents" from poughkeepsiejournal.com.


Archived Posts

2017
2016
December
November
October
September
August
July
June
May
April
March
February
January
2015
2014
December
September
August
July
June
May
April
March
February
January
2013
December
November
October
August
July
May
April
March
February
January


Attorney Karnardo Garnett represents clients with their Estate Planning, Elder Law and Asset Protection needs throughout the Tampa Bay Area, serving all of the bay area, including but not limited to Tampa, Brandon, Clearwater, St. Petersburg, Gibsonton, Riverview, Oldsmar, Safety Harbor, Hillsborough County, and Pinellas County, FL



© 2017 LegalJourney Law Firm PLLC | Disclaimer
2002 W. Cleveland St, Tampa , FL 33606
| Phone: 813.344.5769 | 888.954.5769

Estate Planning | Estate Planning - Spanish | Elder Law/Medicaid Planning | Elder Law/Medicaid Planning - Spanish | Planning for Children | Planning for Children - Spanish | Probate / Estate Administration | Probate / Estate Administration - Spanish | Estate Litigation | Estate Litigation - Spanish | Guardianships | Special Needs Planning | Estate Tax Planning | Asset Protection | Online Legal Services

Attorney Website Design by
Amicus Creative


© LegalJourney Law Firm | Disclaimer | Attorney Website Design by Zola
2002 W. Cleveland St, Tampa, FL 33606 | Phone: 813.344.5769