An Estate Planning Look Behind iPhone 5 Mania

Posted by on Sep 21, 2012 in asset protection, estate planning, tax, Trusts, Wills |

So the iPhone 5 is finally out and initial buyers have been waiting in mile-long lines to snatch Apple’s latest generation device. One excited customer explained how much he liked the feeling of handling the phone by stating “it’s so light and has an impressive build quality to it.”

There something else that people should be more excited to invest in. It’s light on your wallet and is very well constructed.

That is your estate plan.

The genius behind apple’s products, Steve Jobs would certainly agree. The master behind the development of the first iPhone understood the importance of quality and solid construction.
Jobs was not only a brilliant innovator and businessman but he was brilliant in employing estate-planning attorneys to guide him in protecting his estimated $7 billion fortune. We all know Jobs was a very private man. That’s why he chose to establish trusts such as living trusts, charitable trusts, and marital trusts to preserve his assets, protect his family, and minimize estate taxes.

The key to correctly using a trust is to fund it with assets. In 2009, both Jobs and his wife transferred three real estate properties into two different trusts. Jobs was also the largest single shareholder of Disney and purportedly received millions of dollars in dividends. It wouldn’t be surprising if he placed those assets into a living trust as well.
Without a solidly constructed estate plan, Jobs would have subjected his loved ones to the burden of paying more than $2 billion in estate tax! That’s certainly not very light on the wallet. He played it smart and invested his money in seasoned and well-qualified attorneys in order to save his family money.

Great news. You can do the same in South Florida.

You can put your new iPhone to great use and google Wild Felice & Partners, PA for all your estate planning needs!

If you have family, friends or even a charitable intent, the absence of an estate plan is inexcusable. For more information on successful Florida estate planning and probate techniques, please contact the South Florida law firm of Wild Felice & Partners, P.A. at 954-944-2855 or via email at info@wfplaw.com to schedule your free consultation.

It’s a Wild world. Are you protected?

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Marking The New Year With Rosh Hashanah

Posted by on Sep 14, 2012 in estate planning, Trusts, Wills |

Rosh Hashanah marks the new year of the Jewish calendar. As South Florida families gather around merrily in light of celebrating this special holiday and enjoying traditional meals together, the sense of love and unity inspires deep appreciation for each other. As family members sink their teeth into dipped honey apples that symbolize a sweet new year filled with abundance and good health, the sweet taste inspires gratitude to be alive at the present moment. But what about your thoughts of the future?

A really sweet way to start off the new year is to think about how to protect your loved ones. There is no better time than beginning the new year with all your assets in order to ensure the financial security of your family. Through solid estate planning, it’s a relief to know that your family will be extricated from the legal knots that can result from inadequate or lack of such planning. Whether it be through a Revocable or Irrevocable Trust or a Last Will & Testament, there are various options to guarantee that your family is in good, safe hands. As you welcome this new year with sweetness and abundance, think of your loved ones and how you can make sure they continue to warmly embrace each new year with deep reflections, love, hope, and positivity.

If you have family, friends or even a charitable intent, the absence of an estate plan is inexcusable. For more information on successful Florida estate planning and probate techniques, please contact the South Florida law firm of Wild Felice & Partners, P.A. at 954-944-2855 or via email at info@wfplaw.com to schedule your free consultation.

It’s a Wild world. Are you protected?

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It’s Labor Day-The Time To Start Laboring Away On Your Estate Plan

Posted by on Sep 3, 2012 in estate planning |

The “working man’s holiday” has finally arrived, but that’s no license to take a day off from thinking about the welfare of your family. In fact, in observance of this holiday, most South Floridians will find themselves in the company of family members and relatives during today’s picnics, barbecues, and family gatherings. It’s a joyous time for children, teens, and adults to assemble together for some great food and hearty laughs before the symbolic end of summer. Labor Day should also be a symbolic beginning for the season of estate planning. Today we are reminded how important our loved ones are to us and likewise, we should be reminded how important it is to protect them in the event of our death. Have a safe, enjoyable holiday and start getting productive with your estate plan!

If you have family, friends or even a charitable intent, the absence of an estate plan is inexcusable. For more information on successful Florida estate planning and probate techniques, please contact the South Florida law firm of Wild Felice & Partners, P.A. at 954-944-2855 or via email at info@wfplaw.com to schedule your free consultation.

It’s a Wild world. Are you protected?

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