Anne E Moore PLLC

07/30/2024

Thanks everyone for the birthday wishes. . . 65 years . . . who knew I would live this long. Not me for sure! I look back on my childhood and friends and amazing experiences and I am truly a lucky/blessed person. I've tried to help other people along the way and I hope I have. That is one of the biggest things that has given my life meaning. I am also grateful that I can feel that way about helping others. Obviously that is not a sentiment shared by all. I am grateful I don't have to struggle to have that attitude. I really have my Mom, Nancy Shaffer, to thank for that. She was a kind, giving person who was my best cheerleader, my sister, Susan's best cheerleader, and my niece, Aly's best cheerleader. Success definitely comes from having someone behind you (usually a woman) cheering you on! That's why I say to you, my female friends, "I am on your team!" No matter what, I am on your team... Thanks friends!

11/11/2023

Google has deleted our Google my business page for reasons only known to Google. We will be putting up a new one soon. In the meantime know that we are still here. In the same building on the property of Edgerton Plaza (used to be named Newport Square) with our driveway off of Spinnaker Boulevard. Sorry for the inconvenience.

12/21/2022

Who Should Be My Executor Personal Representative Or Trustee?

Anne: First of all, your personal representative or trustee of your trust should be somebody that you trust. Somebody who knows your wishes, knows you, and who will do a good job of carrying out your wishes in getting your assets to your heirs.

So for a lot of people, that's their children. A lot of people want to know whether they should appoint all of their children or two of their children. My advice is usually for practical purposes, no. And that is because it makes it difficult if your children live in two different states, to sign every document, agree on every question that comes up. So it's really best if you name just one of your children or, um, even a friend.

Now having said that, if your friend is the same generation that you are, you probably want to rethink that. We should be naming people who are at least a generation younger than us because we're hoping that we're going to live a long, happy life. And we're gonna need somebody who's on the ball and not also deceased when we pass, so they can handle our estate or our trust.

Who Should Be My Executor Personal Representative Or Trustee? Our Very Own Estate Planning Attorney and Owner of Anne E. Moore PLLC in Englewood Florida, Exp...

12/14/2022

A B Living Trusts Defined By Florida Attorney

Anne: Back when the estate tax exemption was lower, AB trusts were very popular. For instance, when the tax exemption for estates was one million dollars, below which no tax was paid, an A B trust would be set up, and the couple, the two spouses, would own all the assets in the trust. The two million dollars. Then when the first spouse died, the two million dollars would be split into an A and a B trust. The A would be the spousal trust. The B would be the family trust for the children. That way, a million would be passed to the children without tax under the exemption, and another million would be passed to the spouse because no tax is ever required to pass assets to a spouse. Then when the second spouse died, they would use their own tax exemption to pass the million to the children.

Learn about A B Living Trusts and how a Florida estate planning attorney defines them. While not as common as before the bar for exemption was raised, AB Liv...

12/07/2022

Are You Avoiding Probate For Your Heirs?

Anne E Moore:
A will doesn't avoid probate. It's a common misconception. The will tells the court how to distribute your property, however, if you want to avoid probate, and that is if you want to avoid the court getting involved, then you either have to title all of your assets jointly with the person you want to have them after you pass or you have to set up a trust. Now not all assets can be titled jointly and if you have those kinds of assets, then you need to set up a trust. A trust is the one way that you can make sure that your beneficiaries get all of the assets you want them to have without the court getting involved.

You Have A Will But Does That Mean You Are Avoiding Probate For Your Heirs? Avoiding Probate May Mean More Work Put Into Your Estate Than You Realize. Luckil...

10/19/2022

Worried that your Estate Planning documents got wet or damaged in Hurricane Ian? If you did your planning with Anne E Moore PLLC, don’t worry! We have a duplicate original of all of your documents in our fire-proof, water-proof filing cabinets. If you want us to print you out a copy of your originals, or have any further questions for us, just let us know!

10/05/2022

Hi, Anne Moore here. And you know what I do a lot of? I review estate plans for people who already have them. Because they're concerned that either they moved to Florida and it needs to be changed, or things in their life have changed with their children or their family or their assets. Is it down with my clients and I look over what they planned in the past. And what clients don't understand sometimes is they've already planned for it. Because perhaps one of their beneficiaries has died, but their estate plan already provides for that share to go to the deceased beneficiary's children. And that's just what they wanted, but they didn't know that that's what it did. However, if their circumstances have changed, they've had another child, they've gotten divorced, they've gotten remarried, or they've gotten other assets, making it more difficult to pass the assets outside of probate, maybe they need to update, get a trust, or change things all around. Whatever it is that you need to do, I'm happy to look over your plan and give you my best advice. Sometimes my advice is you don't have to do anything. But come see your lawyer or me and I will help you decide whether you need to update your estate plan.

Making Sure Your Estate Plan Keeps Up With The Changes In Your Life is an important part of the estate planning process. If you have further questions about ...

09/28/2022

Hi, Anne Moore here. I have had hearing-challenged clients in my estate-planning office during the pandemic. It was hard. I had to sit back, far enough away to not expose them to any danger, and then take off my mask so that they could read my lips and help them understand what I was saying.

However, if they're profoundly deaf, they may need to bring a sign language interpreter in; that's fine. The interpreter signs a confidentiality agreement, and the process of the estate planning consultation is protected.

Come see us. I'm sure we can work out whatever challenges you have.

Need to learn more about estate planning for the hearing challenged? Here is the video just for you! If you have further questions about estate planning for ...

09/21/2022

Hi, this is Anne Moore, and this is part two of Business Succession Planning. So I told you in the last video that the lawyer fees are tax deductible, which is great news, but what do you do in estate planning for businesses? Well, first of all, you can put it into a trust. Therefore, after you go, your trustee can wind up the affairs of the business, collect all the money, and pass it on to the beneficiaries of your trust. However, if you're passing the business onto your spouse or your children or a partner to continue on, then maybe all you need is corporate papers that say what happens after you go. The corporation has the power to continue after you have died so long as the business has considered the possibility and planned for it. Go see your lawyer. You can come see me.

Estate planning for business owners can be a tricky business in and of itself. Thankfully, Anne E. Moore of Anne E. Moore PLLC made a short video to help mak...

09/07/2022

Estate Planning For Business Owners Pt 2

Anne E. Moore:
Hi, this is Anne Moore, and this is part two of Business Succession Planning. So I told you in the last video that the lawyer fees are tax deductible, which is great news, but what do you do in estate planning for businesses? Well, first of all, you can put it into a trust. Therefore, after you go, your trustee can wind up the affairs of the business, collect all the money, and pass it on to the beneficiaries of your trust. However, if you're passing the business onto your spouse or your children or a partner to continue on, then maybe all you need is corporate papers that say what happens after you go. The corporation has the power to continue after you have died so long as the business has considered the possibility and planned for it. Go see your lawyer. You can come see me.

Estate planning for business owners can be a tricky business in and of itself. Thankfully, Anne E. Moore of Anne E. Moore PLLC made a short video to help mak...

08/31/2022

Estate Planning For Business Owners Part 1

Anne Moore:
Hi, I'm Anne Moore. We're going to talk about business estate planning today because some of you have asked for it. So if we have a business, it is certainly your concern about "What happens to that business after I go. How can my wife or children wind up the business so that the money can be passed on through my estate to my heirs? Or how do I pass the business onto a partner?" We're going to be talking about this over the next few videos, but the first thing I want to tell you is there's great news. And that is that business succession planning is a tax deduction off of your business, so all the estate planning that you do regarding your business is tax deductible. Great news, huh?

Estate planning for business owners can be a lot more complicated than it seems. Here's a short video from Anne E. Moore of Anne E. Moore PLLC to make things...