Estate Planning For Your Unique Life

Everyone should have an estate plan, but simply having a plan is not enough. You need one that fits your unique life and family. At Tannenbaum Scro in Sarasota, we help individuals and families in Florida define their goals and accomplish them through comprehensive estate planning and administration.

Creating a plan involves much more than establishing a trust or executing a power of attorney. We will ask and help you answer an endless number of potential questions such as:

  • Is your plan structured in a way that maximizes the value of your retirement assets?
  • Are you prepared to pay for nursing and long-term care?
  • Do you have a spouse you want to provide for after you are gone?
  • Are you in a committed but nonmarital relationship?
  • Are you in a same-sex relationship?
  • Do you have multiple children? Are their needs different?
  • Are your children minors? Are some adults?
  • Do you have children from multiple marriages?
  • Do you have step-children? Do you want to provide for them equally or different?
  • Are you worried about conflicting opinions amongst your beneficiaries?
  • Are you worried about how your heirs will react to your plan?
  • Do you have heirlooms you want to stay in the family?
  • Do you have a cabin or vacation home you want your family to enjoy?
  • Do you have a child with special needs?
  • Do you want to pay for or encourage your children to go to college?
  • Do you have a child who struggles with addiction?
  • Do you want to make charitable donations?
  • Do you want to restrict the way charities can use your donations?
  • Do you want to avoid probate? Should you?
  • How quickly do you want family to have access to your assets?
  • Do you own a small business?
  • What do you want to happen to your business after you are gone?
  • Do you have estranged family members?

Begin The Conversation About Your Future Today

Estate planning is an ongoing conversation. If you have questions about establishing a plan or updating an existing one, schedule a consultation with a lawyer. You can reach us by calling 941-444-9092 or 866-615-4543 or sending us your information.