When putting together an estate plan or coping with losing a loved one, there are several important estate planning questions to consider. Attorney Jeffrey B. Bock helps you understand your legal needs so you can make confident and informed decisions. Having an estate plan is essential for people of all ages and in all walks of life.
Whether you are a new parent, a parent with children with special needs, in a second marriage, or a blended family, in the process of advancing in your career, growing your business, or planning for retirement, you need to have an estate plan in place.Will your family have enough money to be taken care of in case you die or become disabled?. Who will make healthcare-related decisions for you and your family if you become incapacitated?.
Do you want the state or a judge to decide who will raise your children and who will take responsibility for your assets?. If you do not plan, a judge or the state will decide for you. But, by providing clear guidance, you can take control of your future and provide much-needed certainty for your loved ones.
Whether you are a new parent, a parent with children with special needs, in a second marriage, or a blended family, in the process of advancing in your career, growing your business, or planning for retirement, you need to have an estate plan in place.Will your family have enough money to be taken care of in case you die or become disabled?. Who will make healthcare-related decisions for you and your family if you become incapacitated?.
Do you want the state or a judge to decide who will raise your children and who will take responsibility for your assets?. If you do not plan, a judge or the state will decide for you. But, by providing clear guidance, you can take control of your future and provide much-needed certainty for your loved ones.
Services
Jeffrey B. Bock is an estate planning attorney with over 30 years of experience.
He is licensed to practice law in Texas and Florida and has offices in Houston and Boca Raton.
Jeff has worked with clients of all backgrounds, including those born overseas and those with global issues family issues.
He works closely with his clients to understand their needs and goals and provides a personal approach to offering custom estate planning representation.
Graduating from Rutgers University, Jeff later obtained a Master's Degree in Counselling from The College of New Jersey and his Juris Doctor from Tulane University in 1983.
He is licensed to practice law in Texas and Florida and has offices in Houston and Boca Raton.
Jeff has worked with clients of all backgrounds, including those born overseas and those with global issues family issues.
He works closely with his clients to understand their needs and goals and provides a personal approach to offering custom estate planning representation.
Graduating from Rutgers University, Jeff later obtained a Master's Degree in Counselling from The College of New Jersey and his Juris Doctor from Tulane University in 1983.
A common misconception is that estate planning is only for families.
If you are single, estate planning is necessary.
A properly drawn estate plan allows you to choose who will be in charge of your healthcare and finances if you become disabled as well as giving your agents instructions on how to manage your assets and take care of you and those dependent on you.
You may have children from a previous marriage or have a disabled relative you want to take care of.
Additionally, not having a well-coordinated estate plan in place can create significant problems for your family members.
If you are single, estate planning is necessary.
A properly drawn estate plan allows you to choose who will be in charge of your healthcare and finances if you become disabled as well as giving your agents instructions on how to manage your assets and take care of you and those dependent on you.
You may have children from a previous marriage or have a disabled relative you want to take care of.
Additionally, not having a well-coordinated estate plan in place can create significant problems for your family members.
Estate planning involves more than naming your heirs and crunching a few financial numbers.
Estate planning involves a comprehensive review of your entire estate.
This review includes addressing who will raise your children and how they will raise your children in the event of your death.
During the review, we will analyze how you can transfer as much of your estate to your family, taking into account the tax implications of the transfer.
You will have an opportunity to consider whether you want your family to receive their inheritance immediately or whether you want to keep funds in Trust for your family.
Estate planning involves a comprehensive review of your entire estate.
This review includes addressing who will raise your children and how they will raise your children in the event of your death.
During the review, we will analyze how you can transfer as much of your estate to your family, taking into account the tax implications of the transfer.
You will have an opportunity to consider whether you want your family to receive their inheritance immediately or whether you want to keep funds in Trust for your family.
If you are unable to take care of your children, you should make plans to protect your children.
You need to decide who will raise your children and how they will raise your children.
Do you want your children's guardians to impart your value to your children?
Under what conditions do you want your children to receive your money?
With life insurance, your estate may be worth more than you realize.
If you do not plan, your children will come into a large sum of money at 18. Do you think your children will be mature enough at age 18 to inherit a small fortune?
You need to decide who will raise your children and how they will raise your children.
Do you want your children's guardians to impart your value to your children?
Under what conditions do you want your children to receive your money?
With life insurance, your estate may be worth more than you realize.
If you do not plan, your children will come into a large sum of money at 18. Do you think your children will be mature enough at age 18 to inherit a small fortune?
Second marriages pose unique challenges that you need to address through proper planning.
For younger couples, there may be minor children at home where one of the parents is not the biological parent of the child.
One of the child's biological parents may have passed away or is not involved in the child's life.
A biological parent may be traveling for business.
The non-biological parent raising the child may need authority to take care of a child in an emergency.
In cases of divorce, a parent may not trust their ex-spouse to handle money or to pass it to their children wisely.
For younger couples, there may be minor children at home where one of the parents is not the biological parent of the child.
One of the child's biological parents may have passed away or is not involved in the child's life.
A biological parent may be traveling for business.
The non-biological parent raising the child may need authority to take care of a child in an emergency.
In cases of divorce, a parent may not trust their ex-spouse to handle money or to pass it to their children wisely.
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