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Estate Planning

Estate Planning
Estate Planning allows you to plan while you are alive and well for disability or incapacity. Estate planning allows you to give, what you have, to whom you want, the way you want, and when you want. Estate Planning allows you to leave a legacy for your family. An effective estate plan can help your loved ones avoid the burden of probate and disputes over your estate.

Allowing for you to hand pick those you wish to be in charge of your health care and financial decisions during your life as well as allowing you to hand pick who you wish to be in charge after your death. Don’t leave these important decisions up to the State of Florida, you should be the one who decides your estate plan.

Common Estate Planning Documents

 

What is your “Estate”? Your estate consists of everything you may own and even more. It consists of, but is not limited to the following: money, life insurance, annuities, individual retirement accounts, 401(k)s, personal property, your family, your values, and your legacy.

What are some Goals of Estate Planning?

– To Care for:

– Yourself

– Your surviving spouse or significant other

– Adult or minor children in your care (who are reliant on your care)

– To pass on your legacy

– To save money in the long term

– To maintain control over property you have worked hard for

 

 
Katina Pantazis is an accredited attorney for the preparation, presentation,
and prosecution of claims for Veteran’s benefits before
the Department of Veteran Affairs.

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Katina Pantazis, P.A.
13710 N US HWY 441 – Suite 500
The Villages, FL 32159
Phone: 352-600-2987 or 352-750-9566