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should stepchildren be included in estate planning

Should Stepchildren be Included in My Estate Plan?

By Nici Law Firm, P.L. |

Navigating the complexities of estate planning can be a daunting task. As families become more blended and diverse, a commonly asked question is: should I include my stepchildren in my estate plan? Like many estate planning questions, there is no one-size-fits-all answer. However, understanding the legal ramifications and considering your personal feelings towards your… Read More »

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Does the Trustee File Tax Returns For a Trust

Does the Trustee File Tax Returns For a Trust?

By Nici Law Firm, P.L. |

If you wonder “does the trustee file tax returns for a trust,” the answer is yes! Trustees play a leadership role in the administration and management of a trust. Filing taxes is one of the many jobs a trustee must complete. Here in Naples, Florida trust lawyer James Nici can help a trustee understand… Read More »

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DNR Order form

Why Do I Need a DNR Order?

By Nici Law Firm, P.L. |

Many people are unaware that estate planning involves more than the distribution of your property after you die. AN important part is planning for your incapacity. One tool everyone should consider having in their plan is a do-not-resuscitate order. This order is often called a DNR or DNR order.  In estate plans, you should… Read More »

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elderly lady thinking about adding trust fund in her estate plan

How to Fund a Trust

By Nici Law Firm, P.L. |

Funding your trust is a critical step in estate planning. It is the process of transferring the ownership of your assets to your trust. How to fund a trust with competency and ease is often best served with the help of a good trust lawyer. A trust is often a better vehicle than a… Read More »

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Things to know about Estate Plans

Estate Plans Things to Know in Florida

By Nici Law Firm, P.L. |

 Estate plans and estate planning developed into a distinct area of law over centuries, driven by changing societal, economic, and legal factors. It encompasses a wide range of legal tools and strategies aimed at managing an individual’s assets during their lifetime and ensuring the orderly distribution of assets upon death.  Local Florida estate… Read More »

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charitable trust lawyer

Tell Me About Charitable Trusts

By Nici Law Firm, P.L. |

Charitable trusts are legal entities designed to support charitable causes. They allow individuals to donate assets, such as cash or property, while retaining some control over how the funds are used. Charitable trusts offer tax benefits and are a powerful way to leave a lasting impact on the causes you care about. Including one… Read More »

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Recent Blog Posts Sustainability Goals in Estate Planning post image SUSTAINABILITY GOALS IN ESTATE PLANNING By Nici Law Firm, P.L. | Posted on March 14, 2024 As the world shifts towards a more sustainable and eco-friendly future, many individuals are looking to align their personal values with their financial and estate planning. In Naples, Florida, where the natural beauty of the Gulf of Mexico meets sophisticated estate properties, incorporating sustainability goals into your estate plan is not just a trend… Read More » Facebook Twitter LinkedIn couples discussing about probate with a naples probate attorney UNDERSTANDING THE INTRICACIES OF ESTATE SETTLEMENT IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 26, 2024 When it comes to settling an estate, the process can be complex and emotionally taxing, especially in the wake of losing a loved one. This is where the expertise of a Naples probate attorney, like those at Nici Law Firm, becomes invaluable. With a deep understanding of local laws and a compassionate approach, we… Read More » Facebook Twitter LinkedIn couple discussing about inheritance tax protection in florida INHERITANCE TAX PROTECTION IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 23, 2024 When it comes to estate planning, inheritance tax protection is crucial. In Naples, Florida, residents are fortunate as Florida does not impose a state inheritance or estate tax. However, federal estate taxes still apply, and it’s essential to plan appropriately to protect your assets. This is where the expertise of a local Naples estate… Read More » Facebook Twitter LinkedIn philantrophy in estate planning in Florida THE IMPACT OF PHILANTHROPY IN ESTATE PLANNING IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 19, 2024 Estate planning, a crucial aspect of financial management, often integrates philanthropy as a key component. In Naples, Florida, this integration has a unique significance due to the region’s specific legal landscape and the community’s philanthropic culture. At the Nici Law Firm, we recognize the profound impact philanthropy can have on estate planning, both for… Read More » Facebook Twitter LinkedIn overseas assets and estate planning for naples residents ESTATE PLANNING FOR NAPLES RESIDENTS WITH OVERSEAS ASSETS By Nici Law Firm, P.L. | Posted on February 16, 2024 Estate planning is a crucial process for anyone, but it becomes particularly complex for Naples residents who have overseas assets. Navigating the intricate web of international and Florida laws can be daunting, and this is where the expertise of a local Naples estate planning attorney, like James Nici of Nici Law Firm, becomes indispensable…. Read More » Facebook Twitter LinkedIn collier county property fraud COLLIER COUNTY LAUNCHES A NEW INITIATIVE TO PROTECT HOMEOWNERS FROM PROPERTY FRAUD By Nici Law Firm, P.L. | Posted on January 23, 2024 Do you own a second home in Florida, travel frequently, or have an empty rental property? You could become a victim of property fraud – one of the fastest-growing white-collar crimes in the country. But now, thanks to new legislation, paired with an initiative from Collier County, you can be proactive about protecting yourself… Read More » Facebook Twitter LinkedIn role of estate planning trust attorney ` THE ROLE OF A NAPLES TRUST ATTORNEY IN ESTATE PLANNING By Nici Law Firm, P.L. | Posted on January 22, 2024 Estate planning is a critical process for securing your financial future and ensuring your wishes are honored. In Naples, Florida, where the laws governing estates and trusts are unique and often complex, the role of a trust attorney becomes even more crucial. As a Naples-based law firm, Nici Law Firm is deeply familiar with… Read More » Facebook Twitter LinkedIn ira planning in naples IRA PLANNING TIPS IN NAPLES By Nici Law Firm, P.L. | Posted on January 19, 2024 In the picturesque city of Naples, FL, effective IRA (Individual Retirement Account) planning is a crucial aspect of securing your financial future. The Nici Law Firm, with its deep understanding of both federal and Florida-specific laws, is ideally positioned to guide you through the complexities of IRA planning. This article offers insights into IRA… Read More » Facebook Twitter LinkedIn probate in florida WHAT HAPPENS IN PROBATE IN NAPLES, FL? By Nici Law Firm, P.L. | Posted on January 16, 2024 Probate can be a complex and often misunderstood process, especially in Naples, FL. As a local Naples estate planning attorney, James Nici from the Nici Law Firm is well-versed in navigating these waters. In this blog, we’ll explore what happens in probate in Naples, delve into relevant Florida laws, and highlight the benefits of… Read More » Facebook Twitter LinkedIn lawyer discussing florida domicile WHY CHOOSE FLORIDA DOMICILE FOR LEGAL BENEFITS? By Nici Law Firm, P.L. | Posted on January 12, 2024 Florida has long been recognized for its sunny beaches and vibrant lifestyle, but there’s another aspect of the Sunshine State that often catches the eye of savvy individuals: the significant legal benefits of establishing domicile here. At Nici Law Firm, we specialize in guiding clients through the intricate process of making Florida their legal… Read More » Facebook Twitter LinkedIn estate plan and asset protection YOUR ESTATE PLAN CAN PROTECT ASSETS By Nici Law Firm, P.L. | Posted on December 22, 2023 Creating an effective estate plan is an essential step in safeguarding your assets and ensuring they are distributed according to your wishes. At Nici Law Firm, we specialize in providing comprehensive estate planning services tailored to your unique needs. An estate plan can protect your assets, which provides peace of mind for you and… Read More » Facebook Twitter LinkedIn estate planning with an attorney WHY EVERYONE NEEDS AN ESTATE PLAN By Nici Law Firm, P.L. | Posted on December 18, 2023 Estate planning is often mistakenly viewed as a concern exclusive to the wealthy, but this couldn’t be further from the truth. At Nici Law Firm, we understand the universal importance of estate planning, regardless of one’s financial status. Everyone, irrespective of wealth, should have a plan in place to ensure their wishes are honored,… Read More » Facebook Twitter LinkedIn lawyer discussing about living will in florida estate plan UNDERSTANDING THE IMPORTANCE OF A LIVING WILL IN YOUR FLORIDA ESTATE PLAN By Nici Law Firm, P.L. | Posted on December 15, 2023 Navigating the complexities of estate planning in Florida can often be overwhelming, but one component that should never be overlooked is the inclusion of a Living Will. As part of the comprehensive services offered by Nici Law Firm, we understand the critical role a Living Will plays in safeguarding your future healthcare decisions and… Read More » Facebook Twitter LinkedIn estate planning lawyer with a lawyer PROTECTING YOUR ASSETS FOR FUTURE GENERATIONS By Nici Law Firm, P.L. | Posted on December 11, 2023 In an increasingly complex and ever-changing financial landscape, securing your family’s future has never been more crucial. At Nici Law Firm, we understand the importance of protecting your assets for future generations. With thoughtful estate planning, you can ensure that your legacy is preserved and passed on by your wishes. Understanding the Importance of… Read More » Facebook Twitter LinkedIn client checking the different types of fiduciary relationships TYPES OF FIDUCIARY RELATIONSHIPS By Nici Law Firm, P.L. | Posted on November 22, 2023 A fiduciary relationship is a legally recognized bond characterized by trust and responsibility, wherein one party, the fiduciary, acts in the best interest of the other party, the principal. The importance of these relationships extends across various sectors, including business, real estate, healthcare, and personal spheres. This article delves into the prevalent types of… Read More » Facebook Twitter LinkedIn man checking his copy of his will WHO SHOULD HAVE A COPY OF YOUR WILL? By Nici Law Firm, P.L. | Posted on November 15, 2023 When it comes to planning for the future, crafting a will is one of the most essential steps to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. But creating a will is only the first part. Safeguarding it and ensuring… Read More » Facebook Twitter LinkedIn should stepchildren be included in estate planning SHOULD STEPCHILDREN BE INCLUDED IN MY ESTATE PLAN? By Nici Law Firm, P.L. | Posted on November 8, 2023 Navigating the complexities of estate planning can be a daunting task. As families become more blended and diverse, a commonly asked question is: should I include my stepchildren in my estate plan? Like many estate planning questions, there is no one-size-fits-all answer. However, understanding the legal ramifications and considering your personal feelings towards your… Read More » Facebook Twitter LinkedIn Does the Trustee File Tax Returns For a Trust DOES THE TRUSTEE FILE TAX RETURNS FOR A TRUST? By Nici Law Firm, P.L. | Posted on October 30, 2023 If you wonder “does the trustee file tax returns for a trust,” the answer is yes! Trustees play a leadership role in the administration and management of a trust. Filing taxes is one of the many jobs a trustee must complete. Here in Naples, Florida trust lawyer James Nici can help a trustee understand… Read More » Facebook Twitter LinkedIn DNR Order form WHY DO I NEED A DNR ORDER? By Nici Law Firm, P.L. | Posted on October 24, 2023 Many people are unaware that estate planning involves more than the distribution of your property after you die. AN important part is planning for your incapacity. One tool everyone should consider having in their plan is a do-not-resuscitate order. This order is often called a DNR or DNR order. In estate plans, you should… Read More » Facebook Twitter LinkedIn elderly lady thinking about adding trust fund in her estate plan HOW TO FUND A TRUST By Nici Law Firm, P.L. | Posted on October 18, 2023 Funding your trust is a critical step in estate planning. It is the process of transferring the ownership of your assets to your trust. How to fund a trust with competency and ease is often best served with the help of a good trust lawyer. A trust is often a better vehicle than a… Read More » Facebook Twitter LinkedIn Things to know about Estate Plans ESTATE PLANS THINGS TO KNOW IN FLORIDA By Nici Law Firm, P.L. | Posted on September 30, 2023  Estate plans and estate planning developed into a distinct area of law over centuries, driven by changing societal, economic, and legal factors. It encompasses a wide range of legal tools and strategies aimed at managing an individual’s assets during their lifetime and ensuring the orderly distribution of assets upon death. Local Florida estate… Read More » Facebook Twitter LinkedIn charitable trust lawyer TELL ME ABOUT CHARITABLE TRUSTS By Nici Law Firm, P.L. | Posted on September 25, 2023 Charitable trusts are legal entities designed to support charitable causes. They allow individuals to donate assets, such as cash or property, while retaining some control over how the funds are used. Charitable trusts offer tax benefits and are a powerful way to leave a lasting impact on the causes you care about. Including one… Read More » Facebook Twitter LinkedIn PROBATE IN SOUTHWEST FLORIDA – WHAT TO KNOW

Probate in Southwest Florida – What to Know

By Nici Law Firm, P.L. |

Local southwest Florida Probate lawyer, James Nici, in this brief video reviews four things to know about probate. Probate was not “invented” in the traditional sense, but rather it developed over centuries as a legal process to address certain societal and legal needs. Its origins can be traced back to ancient Roman and English… Read More »

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Recent Blog Posts Sustainability Goals in Estate Planning post image SUSTAINABILITY GOALS IN ESTATE PLANNING By Nici Law Firm, P.L. | Posted on March 14, 2024 As the world shifts towards a more sustainable and eco-friendly future, many individuals are looking to align their personal values with their financial and estate planning. In Naples, Florida, where the natural beauty of the Gulf of Mexico meets sophisticated estate properties, incorporating sustainability goals into your estate plan is not just a trend… Read More » Facebook Twitter LinkedIn couples discussing about probate with a naples probate attorney UNDERSTANDING THE INTRICACIES OF ESTATE SETTLEMENT IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 26, 2024 When it comes to settling an estate, the process can be complex and emotionally taxing, especially in the wake of losing a loved one. This is where the expertise of a Naples probate attorney, like those at Nici Law Firm, becomes invaluable. With a deep understanding of local laws and a compassionate approach, we… Read More » Facebook Twitter LinkedIn couple discussing about inheritance tax protection in florida INHERITANCE TAX PROTECTION IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 23, 2024 When it comes to estate planning, inheritance tax protection is crucial. In Naples, Florida, residents are fortunate as Florida does not impose a state inheritance or estate tax. However, federal estate taxes still apply, and it’s essential to plan appropriately to protect your assets. This is where the expertise of a local Naples estate… Read More » Facebook Twitter LinkedIn philantrophy in estate planning in Florida THE IMPACT OF PHILANTHROPY IN ESTATE PLANNING IN NAPLES, FL By Nici Law Firm, P.L. | Posted on February 19, 2024 Estate planning, a crucial aspect of financial management, often integrates philanthropy as a key component. In Naples, Florida, this integration has a unique significance due to the region’s specific legal landscape and the community’s philanthropic culture. At the Nici Law Firm, we recognize the profound impact philanthropy can have on estate planning, both for… Read More » Facebook Twitter LinkedIn overseas assets and estate planning for naples residents ESTATE PLANNING FOR NAPLES RESIDENTS WITH OVERSEAS ASSETS By Nici Law Firm, P.L. | Posted on February 16, 2024 Estate planning is a crucial process for anyone, but it becomes particularly complex for Naples residents who have overseas assets. Navigating the intricate web of international and Florida laws can be daunting, and this is where the expertise of a local Naples estate planning attorney, like James Nici of Nici Law Firm, becomes indispensable…. Read More » Facebook Twitter LinkedIn collier county property fraud COLLIER COUNTY LAUNCHES A NEW INITIATIVE TO PROTECT HOMEOWNERS FROM PROPERTY FRAUD By Nici Law Firm, P.L. | Posted on January 23, 2024 Do you own a second home in Florida, travel frequently, or have an empty rental property? You could become a victim of property fraud – one of the fastest-growing white-collar crimes in the country. But now, thanks to new legislation, paired with an initiative from Collier County, you can be proactive about protecting yourself… Read More » Facebook Twitter LinkedIn role of estate planning trust attorney ` THE ROLE OF A NAPLES TRUST ATTORNEY IN ESTATE PLANNING By Nici Law Firm, P.L. | Posted on January 22, 2024 Estate planning is a critical process for securing your financial future and ensuring your wishes are honored. In Naples, Florida, where the laws governing estates and trusts are unique and often complex, the role of a trust attorney becomes even more crucial. As a Naples-based law firm, Nici Law Firm is deeply familiar with… Read More » Facebook Twitter LinkedIn ira planning in naples IRA PLANNING TIPS IN NAPLES By Nici Law Firm, P.L. | Posted on January 19, 2024 In the picturesque city of Naples, FL, effective IRA (Individual Retirement Account) planning is a crucial aspect of securing your financial future. The Nici Law Firm, with its deep understanding of both federal and Florida-specific laws, is ideally positioned to guide you through the complexities of IRA planning. This article offers insights into IRA… Read More » Facebook Twitter LinkedIn probate in florida WHAT HAPPENS IN PROBATE IN NAPLES, FL? By Nici Law Firm, P.L. | Posted on January 16, 2024 Probate can be a complex and often misunderstood process, especially in Naples, FL. As a local Naples estate planning attorney, James Nici from the Nici Law Firm is well-versed in navigating these waters. In this blog, we’ll explore what happens in probate in Naples, delve into relevant Florida laws, and highlight the benefits of… Read More » Facebook Twitter LinkedIn lawyer discussing florida domicile WHY CHOOSE FLORIDA DOMICILE FOR LEGAL BENEFITS? By Nici Law Firm, P.L. | Posted on January 12, 2024 Florida has long been recognized for its sunny beaches and vibrant lifestyle, but there’s another aspect of the Sunshine State that often catches the eye of savvy individuals: the significant legal benefits of establishing domicile here. At Nici Law Firm, we specialize in guiding clients through the intricate process of making Florida their legal… Read More » Facebook Twitter LinkedIn estate plan and asset protection YOUR ESTATE PLAN CAN PROTECT ASSETS By Nici Law Firm, P.L. | Posted on December 22, 2023 Creating an effective estate plan is an essential step in safeguarding your assets and ensuring they are distributed according to your wishes. At Nici Law Firm, we specialize in providing comprehensive estate planning services tailored to your unique needs. An estate plan can protect your assets, which provides peace of mind for you and… Read More » Facebook Twitter LinkedIn estate planning with an attorney WHY EVERYONE NEEDS AN ESTATE PLAN By Nici Law Firm, P.L. | Posted on December 18, 2023 Estate planning is often mistakenly viewed as a concern exclusive to the wealthy, but this couldn’t be further from the truth. At Nici Law Firm, we understand the universal importance of estate planning, regardless of one’s financial status. Everyone, irrespective of wealth, should have a plan in place to ensure their wishes are honored,… Read More » Facebook Twitter LinkedIn lawyer discussing about living will in florida estate plan UNDERSTANDING THE IMPORTANCE OF A LIVING WILL IN YOUR FLORIDA ESTATE PLAN By Nici Law Firm, P.L. | Posted on December 15, 2023 Navigating the complexities of estate planning in Florida can often be overwhelming, but one component that should never be overlooked is the inclusion of a Living Will. As part of the comprehensive services offered by Nici Law Firm, we understand the critical role a Living Will plays in safeguarding your future healthcare decisions and… Read More » Facebook Twitter LinkedIn estate planning lawyer with a lawyer PROTECTING YOUR ASSETS FOR FUTURE GENERATIONS By Nici Law Firm, P.L. | Posted on December 11, 2023 In an increasingly complex and ever-changing financial landscape, securing your family’s future has never been more crucial. At Nici Law Firm, we understand the importance of protecting your assets for future generations. With thoughtful estate planning, you can ensure that your legacy is preserved and passed on by your wishes. Understanding the Importance of… Read More » Facebook Twitter LinkedIn client checking the different types of fiduciary relationships TYPES OF FIDUCIARY RELATIONSHIPS By Nici Law Firm, P.L. | Posted on November 22, 2023 A fiduciary relationship is a legally recognized bond characterized by trust and responsibility, wherein one party, the fiduciary, acts in the best interest of the other party, the principal. The importance of these relationships extends across various sectors, including business, real estate, healthcare, and personal spheres. This article delves into the prevalent types of… Read More » Facebook Twitter LinkedIn man checking his copy of his will WHO SHOULD HAVE A COPY OF YOUR WILL? By Nici Law Firm, P.L. | Posted on November 15, 2023 When it comes to planning for the future, crafting a will is one of the most essential steps to ensure that your assets are distributed according to your wishes and that your loved ones are taken care of after your passing. But creating a will is only the first part. Safeguarding it and ensuring… Read More » Facebook Twitter LinkedIn should stepchildren be included in estate planning SHOULD STEPCHILDREN BE INCLUDED IN MY ESTATE PLAN? By Nici Law Firm, P.L. | Posted on November 8, 2023 Navigating the complexities of estate planning can be a daunting task. As families become more blended and diverse, a commonly asked question is: should I include my stepchildren in my estate plan? Like many estate planning questions, there is no one-size-fits-all answer. However, understanding the legal ramifications and considering your personal feelings towards your… Read More » Facebook Twitter LinkedIn Does the Trustee File Tax Returns For a Trust DOES THE TRUSTEE FILE TAX RETURNS FOR A TRUST? By Nici Law Firm, P.L. | Posted on October 30, 2023 If you wonder “does the trustee file tax returns for a trust,” the answer is yes! Trustees play a leadership role in the administration and management of a trust. Filing taxes is one of the many jobs a trustee must complete. Here in Naples, Florida trust lawyer James Nici can help a trustee understand… Read More » Facebook Twitter LinkedIn DNR Order form WHY DO I NEED A DNR ORDER? By Nici Law Firm, P.L. | Posted on October 24, 2023 Many people are unaware that estate planning involves more than the distribution of your property after you die. AN important part is planning for your incapacity. One tool everyone should consider having in their plan is a do-not-resuscitate order. This order is often called a DNR or DNR order. In estate plans, you should… Read More » Facebook Twitter LinkedIn elderly lady thinking about adding trust fund in her estate plan HOW TO FUND A TRUST By Nici Law Firm, P.L. | Posted on October 18, 2023 Funding your trust is a critical step in estate planning. It is the process of transferring the ownership of your assets to your trust. How to fund a trust with competency and ease is often best served with the help of a good trust lawyer. A trust is often a better vehicle than a… Read More » Facebook Twitter LinkedIn Things to know about Estate Plans ESTATE PLANS THINGS TO KNOW IN FLORIDA By Nici Law Firm, P.L. | Posted on September 30, 2023  Estate plans and estate planning developed into a distinct area of law over centuries, driven by changing societal, economic, and legal factors. It encompasses a wide range of legal tools and strategies aimed at managing an individual’s assets during their lifetime and ensuring the orderly distribution of assets upon death. Local Florida estate… Read More » Facebook Twitter LinkedIn charitable trust lawyer TELL ME ABOUT CHARITABLE TRUSTS By Nici Law Firm, P.L. | Posted on September 25, 2023 Charitable trusts are legal entities designed to support charitable causes. They allow individuals to donate assets, such as cash or property, while retaining some control over how the funds are used. Charitable trusts offer tax benefits and are a powerful way to leave a lasting impact on the causes you care about. Including one… Read More » Facebook Twitter LinkedIn PROBATE IN SOUTHWEST FLORIDA – WHAT TO KNOW By Nici Law Firm, P.L. | Posted on September 21, 2023 Local southwest Florida Probate lawyer, James Nici, in this brief video reviews four things to know about probate. Probate was not “invented” in the traditional sense, but rather it developed over centuries as a legal process to address certain societal and legal needs. Its origins can be traced back to ancient Roman and English… Read More » Facebook Twitter LinkedIn NAPLES PROBATE LAWYER EXPLAINS WHAT TO KNOW ABOUT PROBATE

Naples Probate Lawyer Explains What to Know About Probate

By Nici Law Firm, P.L. |

At Nici Law Firm, P.L., you’ll find James R. Nici, a Naples probate attorney with almost 30 years of experience, and Board-Certified by The Florida Bar as a Specialist in Wills, Trusts, and Estates. In his role as a probate lawyer, Attorney James Nici can help you prepare and file accountings and other required… Read More »

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Eatate Planning Basics video

Naples Estate Planning Lawyer Covers Basics of an Estate Plan

By Nici Law Firm, P.L. |

Leading Naples Estate planning attorney James Nici shares the basics of an estate plan. With almost 30 years of experience in estate planning, Attorney Nici has been a licensed Florida attorney since 1994 and has been Board Certified in Wills, Trusts, and Estates since 2000 by the Florida Bar. The Nici Law Firm was… Read More »

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power of attorney

When Do I Use a Power of Attorney

By Nici Law Firm, P.L. |

A power of attorney is a legal document where the you, as the principal, appoints another person, your agent, to act on your behalf. In the context of Estate Planning, a Power of Attorney is generally executed to allow a person to act on your behalf in the event you become incapacitated. As an… Read More »

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