Law Offices of Frye & Vazquez, P.L.
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June 2014 Archives

Some inherited assets incur different tax treatment

Evaluating retirement needs against estate planning may require a balancing act. Potential estate assets may include retirement accounts, real estate and investments or securities. Yet with an array of estate planning instruments, such as wills and revocable and irrevocable trusts, an individual may not know where to start.

Choices that go into appointing a guardian for our children

All aspects of estate planning are tied to the goal of retaining control over one's finances - even after one is incapacitated or deceased. We create wills in order that everyone knows the manner in which we would like to see our assets distributed. We also put together estate planning so that it's clear what we have as a part of our estate. And we name executors in order that we have someone we can trust to carry out our wishes.

Pre-planning essential to avoid problems should incapacity occur

All of us want to make certain that our wishes are carried out when we are no longer able to make those determinations for ourselves. Though we may have children or other relatives we depend upon to make those determinations for us, there are times when these individuals may not be up for such a duty.

What Our Clients Are Saying

  • It is difficult enough to cope with the emotional challenges of closing a parent's estate, and when you are also faced with the issue of your parents having insufficient documentation, and being remote from your siblings… - Zara L.
  • Austin Frye provided legal services to my father while alive and to his estate after his death; when showing the EP docs his firm prepared to other professionals (lawyers, financial advisors, accountants)… - Mark S
  • I've been a client of Austin Frye's for over 10 years. In that time, he's handled my estate/trust planning and asset protection as well as complicated business deals. - Leslie
  • Mr. Frye recently set up a complicated special needs trust for my son and, as usual, did a great job explaining it and in putting our minds at ease about our son's future well-being. - Dr. Howard
Read More...
  • NYSBA
  • Massachusetts Bar Association
  • The Florida Bar 1950
  • CFP
  • Florida Bar Elder Law Member
  • Academy Of Florida Elder Law Attorneys
  • Florida bar Business law Member
  • NAELA National Academy of Elder Law Attorneys, Inc.
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