What is your Estate for Estate Planning purposes?
The most common estate planning term is the “estate.” Many of my client believe they have no “estate” as it sounds like such a fancy word. But, most people typically have some type of property or assets.
The first step in estate planning is determining the “estate.” To accomplish this, you need to compile financial and personal information. This gives you the chance to review records, gather documents, review life insurance and retirement plan designations, and do much of the groundwork before our first meeting. Check out the Intake Forms to get a head start on the information I need. Contact us for a free 10 minute consultation to get started.
What are the Liabilities of the Estate?
Mortgages, promissory note, debts, bills, etc.
Disclaimer: The Law Office of Lori Vella’s website contains general information directed to Florida residents. This firm does not intend to give legal advice through its pages and/or blog. If you need legal advice, we encourage you to find an attorney licensed in your state. This language on this website website does not create an attorney-client relationship between you and this firm.