A Comprehensive Estate Plan That Meets Your Individual Needs
You’ve worked hard your entire life accumulating wealth so you can live comfortably and care for your family. Illness, divorce and other unforeseen life events can put your assets at risk. The best way to protect your property is through the creation of a comprehensive estate plan.
Goldman, Monaghan, Thakkar & Bettin, P.A., can help. Our attorneys are experienced estate planners. We will sit down with you, review your assets, discuss your long-term goals and create an estate plan that meets your needs.
Asset Preservation
Everyone can benefit from an estate plan. However, if you have substantial assets such as a business, income-producing properties or other sophisticated investments estate planning is even more important.
At Goldman, Monaghan, Thakkar & Bettin, P.A., our goals are twofold: First, to protect your assets against divorce, medical bills, lawsuits and other potential threats. Second, to ensure your wealth is transferred to the next generation in the most tax-efficient manner possible.
Developing Your Estate Plan
Creating an estate plan requires two things: An in-depth evaluation of your assets, and an understanding of your family’s dynamics.
When you come to our office, you will sit down with one of our lawyers to go over these items. Once we have a thorough understanding of your assets, your family, your health and your goals, we will develop an estate plan.
Common estate planning tools include:
- Wills and trusts, including revocable and irrevocable trusts, and special needs trusts
- Financial powers of attorney and health care surrogates
- Living wills and advance health care directives
- Prenuptial and postnuptial agreements
If you own real estate, we can help you acquire title insurance, develop gift deeds or transfer on death deeds, and assist with property sales.
Get Questions To Your Answers
For answers to commonly asked estate planning questions or to discuss your situation in detail, contact our office. Call 321-639-1320 to schedule an appointment. Our office is conveniently located in Cocoa. We provide estate planning services to individuals and families throughout Brevard County, Florida.