A practical guide for estate planning for the Florida resident.
By: Linda Suzzanne Griffin with assistance from Kit Van Pelt
This book answers the most common questions about estate planning needs. An easy to read format helps you better understand a Last Will & Testament, Advanced Directives and other estate planning documents. Ms. Griffin’s first book The Survivor’s Navigator, is an easy to read book that answers your practical questions when a loved one passes.
“Sam and Sally have been married for 10 years and have a minor daughter, Suzie. Sam and Sally do not have a lot of assets, but Sam has his work income, a life insurance policy and a retirement plan. Together, he and Sally own their home with a mortgage owed to the bank. Sam and Sally, like many young couples, do not understand a Last Will and Testament or if they even need one because they have designated their spouse as the primary beneficiary of their 401(k) plans, life insurance policies with Suzie as the contingent beneficiary. Their home is titled in joint names. If anything happens to both of them, all of their assets would be distributed to Suzie. So, isn’t that enough? Why would they need a Last Will and Testament?”
Linda Suzzanne Griffin is a Florida Board Certified attorney in Wills, Trusts and Estate and Tax Law and has been practicing in the Clearwater area since 1990. More importantly she lost her father when he was only 59 so she understands the importance of proper estate planning documents. She is active in the Florida Bar, has been chairman of several Florida Bar legal committees and has spoken extensively on wills, trust and estate and tax law.
Kit Van Pelt has been with the firm for over three years and is very active in the Clearwater Bar Association, Florida Bar and other community committees. She enjoys learning about her clients and helping clients achieve their goals.
Click here to read about & purchase Linda’s first book The Survivor’s Navigator.