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Estate Planning & Probate Attorneys in Naples

Handling Wills, Trusts, and More!

Estate planning involves much more than simply drafting and revising wills. This area of law serves to protect your assets and wealth by minimizing potential fees and taxes, administers and manages your estate, distributes your assets and estate to your heirs, and appropriately sets up contingency planning to ensure your healthcare treatment instructions are followed.

Why Create an Estate Plan?

An estate plan can offer a number of benefits to any person, regardless of wealth, age, or health. Estate planning gives you the power to protect your assets, to provide for loved ones, and even to dictate what will happen if you should become incapacitated in any way. You can outline your wishes regarding medical treatment, end-of-life care, or who should manage your assets if you are no longer able to do so. Creating a legally sound and fully customized estate plan can bring peace of mind as well as a way to protect assets and property from estate taxes, lawsuits, or other potential threats.

There is an abundance of forms and procedures involved in this complicated area of law, which is why it is essential to have an experienced attorney who knows what they are doing represent you.

Why Hire Us?

Cardillo, Keith & Bonaquist, has provided estate planning services to clients throughout southwest Florida for over 40 years. Over that period of time, we developed a comprehensive understanding of estate planning law as well as its related procedures and paperwork. Regardless of your type of legal issue, you can count on us to help you resolve it quickly and efficiently. We are well-known for our ability to get results, as we have helped countless clients with a wide variety of estate planning problems. We can help you, too.

To learn more about how our estate planning attorneys can help you, please either contact us online or call us today at (239) 774-2229. Call now and schedule a case evaluation!

Benefits of Estate Planning

Regarding the financial benefits of having an estate planning lawyer, a solid estate plan manages and determines what would happen to your life insurance, your business, your investments, your home, your employee benefits – including an Investment Retirement Account (IRA) or 401(k) plan – and other property in case you die or become disabled or incompetent.

Regarding the personal benefits, a well-developed estate plan will lay out directions regarding your healthcare wishes in the event that you ever become unable to give the directions yourself. This way, an appointed person will be able to handle your healthcare, while having complete knowledge of your wishes regarding discontinuing life support and carrying our heroic measures.

What is Probate Law?

Probate law covers the legal transfer of a person’s property upon that person’s death. Even though probate customs and laws have developed over the past several years, their intent has essentially stayed the same. People formally make their intentions regarding the transfer of their estate when they die known, upon which their property is collected, their debts are paid, and their property is then distributed.

Learn more about Probate Litigation.

Nowadays, the probate process is court-supervised and it is designed to sort out your assets and wealth after your death. The property that is subject to probate includes property that does not pass onto other people by designation or ownership.

The process for a probate administration includes the following:

  • Collecting all probate property of the decedent
  • Collecting all rights to income, dividends, etc.
  • Paying all debts, claims, and taxes owed by the estate
  • Settling any disputes
  • Distributing or transferring the remaining property to the heirs

Learn more about Probate Administration.

Trust in Our 40+ Years of Experience

Only an experienced estate planning attorney will be able to ensure that your rights and best interests are protected throughout the legal process. Hiring the right lawyer can ensure that you avoid emotional and financial nightmares that often result due to the poor drafting of an estate plan. At Cardillo, Keith & Bonaquist, our lawyers have helped many clients draft bullet-proof estate plans, making sure that their wishes are carried out in the event that they pass away or become incapacitated.

We can assist you in the following areas of estate planning law:

  • Last Will and Testaments
  • Trust Plans
  • Probate Administration
  • Trust Administration
  • Probate/Trust/Guardianship Litigation
  • Guardianships
  • Durable Power of Attorney
  • Advance Directives
  • Pre and Post Marital Agreements

To schedule your consultation with our estate planning attorneys in Naples, contact us today at (239) 774-2229.