How to make sure your Naples Estate Planning is Individualized
The people of Naples enjoy a comfortable lifestyle that allows everyone to be themselves, while still benefiting from being part of a vibrant community. That sense of individualism is important to all Naples residents, which is why it is important that everyone make sure their estate planning process is properly individualized.
What is an Individualized Estate?
An individualized estate is one that focuses solely on your needs, your preferences, and your expectations. A good estate planner can take all of the available estate planning tools and customize them to fit your situation. An individualized estate means that every one of your specific concerns will be addressed exactly in the manner that you want them to be.
Where do I Start?
If you want your estate planning to be individualized, then you need to hire an experienced legal professional who specializes in estate planning. In order to make your estate truly individualized, your planner must be familiar with all of the latest tools and techniques. General practitioners are good lawyers, but they do not have the kind of detailed knowledge and experience you need to make sure that your estate fits you like a glove.
How is my Estate Individualized?
The manner in which your estate is individualized depends completely on you and your situation. There are some situations that require individual attention such as:
- Having a special needs dependent
- Having children from a previous marriage
- Not having children or direct heirs
- Having adopted children
There are also special considerations that will make your estate unique. These can include:
- Leaving money to your business
- Using part of your estate to start a charitable organization or scholarship fund
- Distributing part of your estate to your college alumni association
- Donating part of your assets to a charity or church
- Using some of your assets to care for individuals who are not blood relatives
As you can see, there are many different parts of an individualized estate that require special attention from an experienced professional.
What does my Planner need from me?
Once you choose a qualified estate planner, you need to start making notes on how you want your estate handled. You will need specific names of people and organizations that you want included in your estate.
The Mattar Firm has years of experience in creating and administering individualized estates. Give our team of estate planning lawyers a call and we will answer all of your questions about creating a customized estate for your situation, and then we will make that first appointment where you will meet our experienced and caring staff.