J. Kelly Kennedy, Attorney/CPA, PLLC

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Attorney and CPA

A will can help avoid unnecessary estate planning complexities

A will is an important component of anyone's estate plan. Because so much can hinge on the provisions of a will, there are a number of safeguards in place to ensure that a will reflects the actual wishes of the testator. These safeguards add complexity to the will creation process, however. There have been some proposals to update this process for the 21st century.

As we discussed a few weeks ago, there have been serious proposals in Florida to allow for electronic signing and notarization of wills. Supporters have said that this will make these services more accessible to the general public. Opponents say that these changes would make the process less secure and more prone to fraud and undue influence. The discussion among lawmakers continues as they work to keep the good aspects of the current system while updating it for the age of smartphones and electronic documents.

Most estate planning experts strongly recommend having informed advice during the estate planning process. This can help with implementing the testator's intentions while minimizing tax liability. The staff at the office of J. Kelly Kennedy, Attorney/CPA have been helping Polk County residents with this process for nearly 35 years. Mr. Kennedy is both an attorney and a certified public accountant, and he always takes the time to listen to his clients and provide customized advice for their concerns and values.

Dying without a will often adds unnecessary complexities to a person's asset distribution after death. Having a will can be an excellent strategy for avoiding many of these complexities. Our website's wills page has more information on the services we provide to our clients.

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