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Estate & Trust Planning: Protecting Your Legacy in Fort Myers

  • Writer: Aashir Abbas
    Aashir Abbas
  • Sep 15
  • 1 min read
Estate & Trust Planning: Protecting Your Legacy in Fort Myers

Planning for the future isn’t just about building wealth — it’s also about protecting it. Estate and trust planning ensures that your assets are distributed according to your wishes, with minimal tax burden for your heirs. At MarkhamNorton in Fort Myers, we guide families through the complexities of estate and trust planning with clarity and care.


Why Estate & Trust Planning Matters

  • Prevents family disputes.

  • Minimizes estate and gift taxes.

  • Protects assets from creditors.

  • Provides financial security for future generations.


Key Components of Estate Planning

  1. Wills and TrustsDefine how your property is distributed and designate guardians for minor children.

  2. Power of AttorneyAppoint someone to manage financial and legal affairs if you become incapacitated.

  3. Healthcare DirectivesEnsure your medical wishes are followed during emergencies.

  4. Business SuccessionProtect family-owned businesses with clear transition plans.


The Role of CPAs in Estate & Trust Planning

Unlike attorneys who focus on legal documents, CPAs provide financial insight, tax strategies, and valuation expertise. At MarkhamNorton, we coordinate with attorneys to create holistic estate plans.


FAQ

Q: Is estate planning only for wealthy families?A: No. Anyone with property, savings, or children benefits from estate planning.

Q: Can trusts reduce estate taxes?A: Yes. Trusts are powerful tools for minimizing taxes and protecting assets.


Protect your family and your legacy with estate and trust planning services from MarkhamNorton in Fort Myers.



 
 
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