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Estate Planning Services in Sarasota, Florida

Protecting Your Assets

As your net worth continues to grow, so does your estate. If unprepared, your heirs could face substantial federal and Florida state estate tax liabilities. If you were to die without a will, known as “intestate,” your assets may be subject to probate. This is typically costly, and it can potentially cause disputes amongst your heirs.

Estate planning can be intimidating and frustrating and is oftentimes overlooked due to the uncomfortable nature of the conversations that arise. However, with the proper guidance and interpretation from Geier Asset Management, estate planning can be seamless and simple to implement. Proper estate planning will save your family a great deal of time, heartache, and money.

The professionals at Geier Asset Management offer thorough estate planning for residents of Sarasota, Florida. Call us today to set up an appointment and talk with one of our estate planning experts about protecting your assets.

Professional Estate Planning

Geier Asset Management is here to assist with your estate planning needs from start to finish. Whether you are a business owner in Sarasota seeking to transfer ownership to successors, a young family that needs basic documents prepared to protect your children, or an elderly individual looking to transfer wealth to family members, we are equipped to handle your specific situation. Several items we will help you with include:

  • Defining your estate planning goals
  • Analyzing your specific situation and discussing your estate planning options
  • Assembling a Sarasota area estate planning team consisting of estate attorneys and tax experts
  • Implementing a strategy that will minimize potential estate taxes
  • Coordinating the preparation of estate planning documents with a licensed attorney
  • Devising a plan that will allow you to efficiently transfer assets to your heirs
  • Overseeing the disbursement of your estate
  • Monitoring the estate plan regularly and coordinating revisions with an attorney

The Basic Estate Planning Documents

The first step of estate planning is the generation of basic documents that will illustrate your intentions and provide instruction to your heirs. As your assets accumulate, more sophisticated strategies may need to be implemented. However, we suggest you address the basic estate planning documents at a minimum. With an attorney’s assistance, our Sarasota area estate planners are able to coordinate the preparation of the following:

  • Wills
  • Living wills
  • Revocable living trust
  • Power of attorney
  • Durable power of attorney
  • Health care power of attorney
  • Medical directives
  • Beneficiary designations
  • Irrevocable life insurance trust (ILIT)

Estate Planners in Sarasota, Florida

At Geier Asset Management, we can help you ensure your investments are protected for your family and future. Grow and protect your assets with Geier Asset Management—call us today to set up an estate planning meeting in the Sarasota area.