Making time to plan can avoid discord
By Andrew Shamp
“Never put off for tomorrow, what you can do today.”
All too often, we hear stories of the impact of failing to adequately plan. The consequences to your family may be devastating, creating unintended financial results and discord among your family. The planning process may give many pause as it forces us to consider our mortality and inability to act for ourselves in the future. As estate planning professionals, we advise our clients to complete their estate plans and to review periodically to address changes in their personal circumstances and to the tax law.
The Palm Beach County Estate Planning Council is pleased to bring you the articles from the 21st annual edition of The Estate Planning Supplement from top estate planning professionals in our area.
The Palm Beach County Estate Planning Council is a nonprofit organization with over 200 members, representing all disciplines critical to the estate planning process. Our members are highly experienced and knowledgeable in all facets of estate planning. Please feel free to contact the author or any Council member should you have questions regarding the information provided and to address your planning needs. I urge you to visit our website at www.pbcepc.org for additional information.
On behalf of the Palm Beach Estate Planning Council and its members, I appreciate you taking time to review this web site and trust it sparked your interest in your estate plan. I encourage you to take the time to implement or revise your plan today!
IRS Circular 230 disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this Supplement in not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter that is contained in this document. The Palm Beach County Estate Planning Council, Inc. provides the information in this Supplement and on its website as a service to its members and the public. While the information in this supplement and on its site deals with legal and tax issues, it does not constitute legal or tax advice. Please consult with your own legal and/or tax adviser on your specific situation.
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Note: Opinions expressed in this web site are those of the authors and do not necessarily reflect the views of the Palm Beach County Estate Planning Council, Inc. or its directors. The Council disclaims all liability resulting from opinions contained in the supplement. You should not act on these opinions without consulting your professional advisors.