Law Offices of Frese, Whitehead & Anderson P.A.

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What does inheritance planning involve?

When clients come to the Florida law firm of Frese, Whitehead & Anderson, P.A. for estate planning assistance, many do not realize how many options they have. For example, inheritance planning is viewed by many as the simple creation of a will that will allow assets to be left to loved ones. However, inheritance planning can be so much more.

In addition to helping our clients create wills or trusts that outline their wishes for the distribution of their assets, we also help them create estate plans that address their tax concerns. This part of inheritance planning is very important to many, especially because federal and state laws continuously change, making it difficult for those who are not attorneys to keep up with the newest legislation. When you choose our firm, we will explain what you can expect when it comes to taxes and help you build a plan that will alleviate as much of the burden as possible from your loved ones.

Inheritance planning can also involve the creation of marital trusts. These types of trusts are very important to those in Florida who have been married more than once and have children from their first marriage. By creating marital trusts, an individual can ensure that their children by a previous spouse or partner will receive the assets or funds designated for them while also protecting assets being left to a current spouse.

Because inheritance planning is much more complex than most Florida residents realize, many seek the assistance of experienced attorneys. The legal team at the law firm of Frese, Whitehead & Anderson, P.A. is comprised of eight lawyers who can help you protect your assets and your loved ones' futures. To learn more about how we can help you, you can schedule an initial consultation at our Melbourne law office.

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