1 / 13

Estate Planning Services In Florida Everything You Must Know

To create an estate plan, you must create a list of important documents and draft your plan. To legally create or compile your documents, you can take the help of an attorney. Estate Planning With Nirva is the best provider of estate planning services in Florida.

nirvaestateplaning
Download Presentation

Estate Planning Services In Florida Everything You Must Know

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. EstatePlanningWithNirva ESTATEPLANNINGMADEFAST,EASY& POCKET FRIENDLY

  2. Estate Planning Services In Florida: Everything You Must Know No matter what magnitude of an estate you have, you need to make an estate plan to help you and your family members in the future. It can be difficult for a few people as it is made for when they are not around. Nonetheless, creating a plan is essential. Because without an estate plan, it can get difficult to settle down matters after your death, and things can become much more problematic. So, if you are checking out the best estate planning services in Florida, check out Estate Planning with Nirva. Estate planning is not just limited to just making a will. It also includes creating trust, power of attorneys, and more. After you are gone, it makes it easier for your loved ones to sort through all your assets and belongings. It will also assist them in dealing with all the court work more easily and hassle-free. The plan ensures that the people you love won’t have to deal with all the unnecessary stress and hassle after you are no longer there to help them. 

  3. What Does Estate Planning Mean? Estate planning is the way of planning your estate’s future. An estate plan clearly tells people about how you want your things and property handled after you pass. Or after you are considered incapable of properly holding and managing all your estate. The general definition of estate planning means that you can create a plan that makes it easy for you to transfer or manage your estate after your passing with the help of trusts, wills, policies, and other means. 

  4. How To Start Your Estate Planning? The estate planning procedure has been around for a long time but is becoming widely popular now. Here are all the things to consider when creating your estate plan. 

  5. Create A List Of All Your Assets  You cannot make a proper estate plan without learning about all your estates. It entails that you create a list of things with their estimated values to get a clear idea of all your wealth. You can add things to your list, including all the properties, important personal items, and more. Here is a list of things to add to your estate plan.  Important artwork Life insurance policies Vehicles like boats, motorcycles, and cars.  All your properties Retirement accounts like RRSPs, pensions, and TFSAs.  Personal stuff like family heirlooms, books, clothes, etc All the prized possessions like rare collectible items, jewelry, and antique artifacts. All the prized possessions like rare collectible items, jewelry, and antique artifacts. Financial account information like savings, bank accounts, and chequing. 

  6. Sort Your Funeral Arrangements  If you are the type of individual that wishes to have your funeral performed a specific way, then you can also pre-plan your funeral. In the estate plan, you can put down your specific wishes on how you want your funeral to be.  Or you can just arrange your choice of a funeral home beforehand. If you book it in advance, you will get the services later at today’s prices. It will not just take off the load your family’s shoulders but also result in a more affordable funeral ceremony with all the preparations done in advance.    

  7. Prepare A Will  You should make a will that will add all your beneficiaries and assets. It will ensure that your assets go to the individual of your choice and nobody else. You can put all your plans into the will that you want to be carried out. Furthermore, you can also add all the charities you want to donate to or for your pet care. 

  8. Set Up A Life Insurance Life insurance policies are another way to ensure that you create an all-over estate plan. The most basic rule while creating an estate plan includes getting a policy that covers nearly 80% of your yearly income for a decade or two at the very least. This policy will create a sense of security for your loved ones after you pass away. That is because the funds you have collected will be passed onto your family without any tax deductions. The full amount will get immediately transferred to your nominees without having to wait for the probate process.  Additionally, the money received from the life insurance policy is the best way to counterbalance all the debts and taxes that you may have had after you are gone. The funds are not counted under estate because the money is directly added to the nominee’s account. And they can use it to pay any taxes on your estate. So, creating a life insurance plan is beneficial in the long run for your family.

  9. Add Out Of Country Holdings Estate planning also includes all the property you may have out of your country. For instance, if you are a resident of the United States and have a property in London or elsewhere, then you need to add it to your list. And the property outside your country will follow the estate rules of that country itself, instead of the country you are a resident of right now.  

  10. Checklist Of Important Documents  After creating a list of things you need to add to our estate plan, the next most important step is to collect all the necessary documents to create the plan. The purpose of these documents is to help you out in making a decision. The decision will help you find the best ways in which you can distribute and protect your estate. The documents will help you create a plan and get your work done in order to avoid any later problems. Below is a list of all the important documents you need for your estate planning. Finance information/ Insurance policy Property deeds and titles Last will and testament  Beneficiary designations Financial power of attorney Revocable living trust Advanced healthcare directive Funeral instructions Proof of identity documents Digital passwords and logins

  11. How Can Estate Planning With Nirva Help With Estate Planning At Estate With Nirva, we provide estate planning services in Florida that will help you create a well-crafted estate plan. We can help with getting affordable and easy access to attorney-drafted solutions that will help protect your family. Our estate plans are made in an easy-to-read language. Further, our estate planning servicesoftware will help in making the best possible estate plan. They will help you save money also avoid any litigation processes. There are several benefits of choosing our services, which include:  We make the planning process easier for you. With us, you can get customized legal solutions. Our online estate planning technology offers multiple facilities. We can help you draft documents without waiting a long time. We maintain work transparency.  All your data is safe with us.   So, whatever your requirements are, you can contact us today to learn about our estate planning legal services and how we can lend a hand in creating the best estate plan to secure your family’s future. 

  12. Contact Us Website –www.estateplanningwithnirva.com Email - info@estateplanningwithnirva.com Phone Number - 844-995-8155 Address - Aventura, FL 33160

More Related