Estate planning is a comprehensive and ongoing process which involves very
important life decisions that go beyond the mere preparation of a Last Will & Testament. It requires a review of how all of your assets are owned, who are named as beneficiaries, how your assets and estate are protected through insurance, and the answering of numerous “what if” questions to make sure you and your loved ones are properly protected, not only due to death, but due to infirmity such as stroke or an accident.
The estate planning process includes not only preparation of a Will and/or Trust, but also designating a health care surrogate, guardian and power of attorney, and naming alternates if or initial designated representatives are unable or unwilling to handle your affairs for you.
This is why “do it yourself” books or downloadable forms on the Internet are not recommended. While the thought of saving a few dollars is appealing, missing important details can cost your loved ones much more than the savings.. When such documents are used improperly or when an individual fails to follow proper procedure or forgets a signature, it can change or nullify all you may have intended to accomplish in the document you prepare. The cost of going through the estate planning process is usually less than one might imagine, so it is worth a no-cost, no-obligation initial consultation to find out.
Well–known estate planning attorney, Jerry Slutzky has opened a location in Safety Harbor to serve the Clearwater area and all of Pinellas County.
The Slutzky Law Firm focuses primarily on Estate Planning Services (wills, trusts, durable powers of attorney, health care surrogate designations, living wills, probate, guardianships, etc.) and Small Business Legal Services (start-ups, buy-sell agreements, drafting of legal documents, contract negotiations, succession planning, and general business law, counseling, and advice).
When not in the office or out giving educational lectures, Jerry is an active supporter of community theater in the Tampa Bay area, and can often be found performing on stage in one Broadway musical or another. It has been said that “every lawyer is a frustrated actor,” and Jerry’s avocation lends credence to that statement.
If you belong to an organization which would like Jerry to provide an interesting, entertaining, and extremely informative educational lecture, please call him or send him a note.
For more information about The Slutzky Law Firm, call (813) 909-1515 or visit the web site at www.EstateplanningattorneyClearwater.com
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