{"id":10304,"date":"2016-05-26T14:44:02","date_gmt":"2016-05-26T14:44:02","guid":{"rendered":"http:\/\/www.tampabaylawgroup.com\/?p=10304"},"modified":"2016-05-26T14:44:02","modified_gmt":"2016-05-26T14:44:02","slug":"estate-planning-checklist","status":"publish","type":"post","link":"https:\/\/themediabeast.com\/resources\/estate-planning-checklist\/","title":{"rendered":"Estate Planning &#124; Estate Planning Checklist"},"content":{"rendered":"<h2>Estate Planning | Estate Planning Checklist<\/h2>\n<p><a href=\"http:\/\/www.tampabaylawgroup.com\/estate-planning\/\">Estate Planning |<\/a>\u00a0Individuals with a family as well as those without are often very interested in securing their estate plan so that it creates a\u00a0legacy that does justice to the things they cared about in life. Estate planning can be complex, which means those who\u00a0want to secure their plan need to carefully assess their options and make sure not to miss a step.\u00a0Concerned individuals can begin by going through this basic estate planning checklist.<\/p>\n<p>1. Create the basic plan. A basic estate plan outlines the individuals, groups and organizations that the planner wants to\u00a0leave property to after he or she passes on. When creating a basic plan, one should write down the names, ages,\u00a0addresses and relationships of the individuals they wish to leave property to as well as the full contact information for any\u00a0organizations.<\/p>\n<p>2. Consider the tax ramifications. Even if an individual&amp;#39;s estate meets the estate tax exemption they should still consider\u00a0the potential tax ramifications of leaving assets to a certain individual, as those assets will eventually become a part of that\u00a0persons estate, and could create an estate tax situation.<\/p>\n<p>3. Designate an executor. An estate plan can involve complex instructions to liquidate assets and distribute property. It&#8217;s\u00a0imperative to name a trusted executor who is up for the responsibility.<\/p>\n<p>4. Don&#8217;t forget retirement plans and life insurance policies. Some accounts, such as IRAs and insurance policies have their\u00a0own named beneficiaries. Planners should be sure to consider who is named on these documents and factor that into their\u00a0other estate planning considerations.<\/p>\n<p>Creating an estate plan isn&#8217;t something everyone should take on alone. Having the guidance of a legal professional can\u00a0help individuals avoid issues such as taxes and probate while also allowing one to create an estate plan that is less likely to\u00a0be challenged in court.<\/p>\n<p>&nbsp;<\/p>\n<p><strong>Don\u2019t wait! We can assist you with all of your estate planning legal needs. Call to schedule an appointment with one of the top estate planning attorneys Tampa has to offer! <a href=\"http:\/\/www.tampabaylawgroup.com\/estate-planning\/\">Tampa office<\/a> at 813-367-1500 or\u00a0send us your questions online.<\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Estate Planning | Estate Planning Checklist Estate Planning |\u00a0Individuals with a family as well as those without are often very [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":10305,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_et_pb_use_builder":"","_et_pb_old_content":"","footnotes":""},"categories":[858],"tags":[859],"class_list":["post-10304","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-estate-planning","tag-estate-planning"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v17.8 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Estate Planning | Estate Planning Checklist | Tampa, FL<\/title>\n<meta name=\"description\" content=\"Call to schedule an appointment with one of the top estate planning attorneys Tampa has to offer!\u00a0Tampa office\u00a0at 813-367-1500\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/themediabeast.com\/resources\/estate-planning-checklist\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate Planning &#124; 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