Planning for life's inevitable but often unexpected changes is key to ensuring the financial and personal wants and needs of your family are preserved in the long run. We at the Dowd Law Firm are experienced in dealing with preparation and execution of wills and all types of trusts to avoiding probate and estate tax while planning for your estate. With more than 105 years of combined experience, we feel that helping our clients is a very personal matter and treat it as such.
Destin Estate Tax Attorney
Although estate planning and making decisions and implementing plans regarding what happens after death is important, most people fail to adequately plan for the rest of their lives. Traditional estate planning only affects after-death decisions. We help clients take a holistic approach to planning to account for what happens during life as well as protecting the financial and personal interests of loved ones after death.
Our planning tools include:
- Durable power of attorney: A written, witnessed and notarized power of attorney by which a principal designates another as the principal's attorney in fact to make financial decisions and handle financial and business affairs for the principal during the principal's lifetime.
- Designation of health care surrogate: Written and witnessed document where the principal's desires concerning health care and medical treatment are expressed which includes appointing someone to make medical decisions and deal with doctors on the principal's behalf and/or making anatomical gifts upon death.
- HIPAA Release: A written document that allows access to that individual's medical records.
Responsible Estate & Life Planning Attorneys
As your lawyers, we have many different responsibilities in your estate and life planning process. This includes the first step of meeting with you to obtain information regarding the situation and circumstances to determine who you want to be able to take care of you or make decisions in case of incapacity. From there we work to educate you by providing with specific information to make intelligent, meaningful and realistic decisions.
By carefully analyzing each situation, circumstances, and wishes we can guide and assist you to develop a comprehensive plan and help you determine exactly what is needed. We can also help you to prepare all documents and ensure that they are properly signed, witnessed and notarized.
To reach one of our Fort Walton Beach estate planning attorneys call us at (850) 972-2233.