Estate Planning

Our firm represents individuals and families throughout Central Florida in all aspects of planning and administering their estates. While putting one’s personal affairs in order in the event of death is a topic that many wish to avoid, the careful planning of your estate is important. Estate planning that focuses simply on Florida estate tax planning may miss one-half of a family’s needs. The other half is asset protection — protecting your hard earned savings and property.

 

A well-crafted estate plan can:

• Enable you to arrange for the smooth transition of your assets after your death
• Prevent your assets from being tied up in court
• Shield your estate and heirs from taxes
• Provide funds for your spouse, children and charities
• Protect the continuity of the operations and ownership of a family business

 

Our firm offers multiple types of trusts and estate planning instruments that may include:

• Living Revocable Trust
• Florida Pour-Over Will
• Durable Power of Attorney
• Living Will and Health Care Surrogate
• Special Needs Trusts for persons with disabilities
• Irrevocable Life Insurance Trusts (ILIT)
• Charitable Trust
• Dynasty Trust
• Spousal Lifetime Access Trust (SLAT)
• Spendthrift Trust

 

The Ruggiero Law Firm will help you create an estate plan according to your goals, ensuring that your loved ones avoid unnecessary attorney’s fees and/or government interference in settling your estate. More importantly, proper estate planning will give you the peace of mind that only comes with knowing that your legacy will be protected and your personal wishes fulfilled.

 

We are part of these prestigious national and local organizations that promote the highest standards of legal care and service in the market for elder law.
WealthCounsel, ElderCounsel, National Academy of Elder Law Attorneys, Academy of Florida Elder Law