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Estate Planning and Management

Estate planners have to have a solid knowledge of probate law, death tax and real estate taxes in general. They need to know how life insurance works and how to administer trust funds if needed in their line of work.

They administer and manage estates for the living, especially for retirees, and have to work closely with their clients. They have to deal with families who are experiencing a bereavement or a difficult situation where a member is incapacitated. On top of that, money can also cause conflict. When a will is contested, when there is a difficult situation such as a probate lapse or when there is no will at all, estate planners may have to step in and try their best to fix the situation. They will require training in conflict management and mediation.

It is not uncommon for estate managers to end up in court. As a result, they have to work closely with lawyers and stay on good terms with judges. They also need to work with real estate and investment brokers, and need to have a solid knowledge of investments themselves. An estate planner is tasked with ensuring that a wealthy individual or family remains wealthy. They commonly hold power of attorney, or may assist in selecting an individual to do so. They also need to have a high skill set level in general financial planning. An estate management company needs to be capable of helping a testator or beneficiary in all kinds of tough situations. They also need to know all of the legal and tax requirements surrounding the transfer of assets.

Estate planners tread in a complicated maze of legal and tax requirements. Much like other financial planners, it is their job to straighten it out and help others navigate it with certainty.

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STANDARD LISTINGS:   ESTATE-PLANNING-AND-MANAGEMENT IN/NEAR TAMPA
Marks David L & Co Cpa's Write review for this local business
4418 W Kennedy Blvd, Tampa, FL 33609
(813) 636-8383  
Coastal Lifestyles Realty LLC Write review for this local business
810 S Sterling Ave Tampa, FL 33609, Tampa, FL 33609
(727) 914-2960  
360 Wealth Management Group of Raymond James & Ass Write review for this local business
3810 Northdale Blvd Ste 180, Tampa, FL 33624
(813) 960-1079  
Bullroarer US Realty Write review for this local business
970 Lake Carillon Dr, Ste 300, St Petersburg, FL 33716
(727) 637-5688  
Raymond James Financial Services - Bruce Cook Write review for this local business
877 Executive Center Dr W Ste 101, Saint Petersburg, FL 33702
(727) 576-5300  
Apollo Beach Angels Write review for this local business
Apollo Beach, FL 33572 , Apollo Beach, FL, FL 33572
(813) 518-6670  
Raymond James Financial Services - Mark Wolf Write review for this local business
700 Central Ave Ste 205, Saint Petersburg, FL 33701
(727) 329-1908  
United Planning Group Write review for this local business
1 Progress Plz Ste 720, Saint Petersburg, FL 33701
(727) 828-8420  
D'Elia Financial Group Write review for this local business
111 2nd Ave NE, Saint Petersburg, FL 33701
(727) 386-7200  
Briggs Wealth Management of Raymond James & Associ Write review for this local business
26750 Us Highway 19 N Ste 100, Clearwater, FL 33761
(727) 796-5555  
Achieva Wealth Advisors Write review for this local business
P.O. Box 1500, Dunedin, FL 34697
(727) 443-8019  
Waters Wealth Management of Raymond James & Associ Write review for this local business
6392 1st Ave N, Saint Petersburg, FL 33710
(727) 343-3108  
Family Estate Advisors Write review for this local business
1106 N Wheeler St, Plant City, FL 33563
(813) 759-2637  
Douglas B Stalley Write review for this local business
16637 Fishhawk Blvd Ste 106, Lithia, FL 33547
(813) 684-9800  
Raymond James Financial Services - Elizabeth Campa Write review for this local business
645 Indian Rocks Rd N, Largo, FL 33770
(727) 585-1212  
Grant Law Group Write review for this local business
20719 Sterlington Dr Ste 102, Land O Lakes, FL 34638
(813) 909-4529  
Legacy Transitions LLC Write review for this local business
5462 Grand Blvd, New Port Richey, FL 34652
(727) 847-1059  
Mundy Craig A Write review for this local business
4927 Southfork Dr, Lakeland, FL 33813
(863) 647-3778  
Eric J. Olson Write review for this local business
3500 S Florida Ave Ste 4, Lakeland, FL 33803
(863) 688-3606  
Raymond James & Associates - Peter Borho Write review for this local business
8120 Lakewood Main St Ste 201, Bradenton, FL 34202
(941) 907-0168  
Raymond James & Associates - Brad Dantzler Write review for this local business
308 Avenue K SE, Winter Haven, FL 33880
(863) 298-9569  
Lighthouse Group LLC The Write review for this local business
3679 Webber St, Sarasota, FL 34232
(941) 924-6882  
United Planning Group Write review for this local business
6710 Professional Pkwy W Ste 305, Sarasota, FL 34240
(727) 828-8420  
Chase Bank Write review for this local business
1800 2nd St Ste 830, Sarasota, FL 34236
(941) 366-8399  
WM D Mahaney CPA Write review for this local business
243 Greencove Rd, Venice, FL 34292
(941) 485-1963  
Estate planning, management, and probate lawyers are available to help you determine where your assets will go at the end of your life. A power of attorney needs to be set up, as well as beneficiaries to your possessions. If you have trusts set up you may believe everything is taken care of, but this is not the case. In order to reduce the amount of taxes your loved ones are responsible for after your death you will need to have a will set up explaining who gets what. Anti-lapse laws can be explained from an estate planning, management, and probate lawyer you find online or in a phone book. Friends and family may know of a person that can help you with your financial needs. You may also want to determine who you trust to make important decisions for you if you become incapacitated. Planning for incapacity is responsible and can help reduce any confusion that happens unexpectedly. Mediation sessions can be arranged to help decide these important decisions. You can go over your insurance policies, retirement savings, investments, and any real estate you own to help determine who you want to receive your possessions. Transferring management can easily be done with the right help. Ask around and see if you get recommendations for an independent financial adviser or lawyer that has a history of offering these services. Making these decisions now will keep family members out of court and will make them not have to pay so much in taxes after your death.


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