Description

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Ever wonder what questions you should ask when you visit with your estate planning attorney, CPA and financial advisor? This book provides you the clarity and confidence to ask all of the right questions that pertain to your situation. Craig R. Hersch, a Florida Bar Board Certified Wills, Trusts & Estates Attorney/CPA gives you practical advice by relaying his behind-the-desk view to real life situations. He has authored an estate planning column in a Sanibel Island, Florida newspaper since 2004 - and has now compiled several of his best columns into easy to understand chapters. Don't go into your next meeting unprepared Let Craig's wisdom help guide you.Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates Attorney and CPA who has published articles in professional trade journals such as The Practical Tax Lawyer, Trusts & Estates Magazine and The Florida Bar Journal. He writes a weekly estate planning column in the Island Sun News newspaper, and has published several books as a part of The Family Estate & Legacy Series(TM), providing practical advice in everyday language. Craig enjoys a "Preeminent AV" rating at Martindale-Hubbell(R), the highest attainable by the national independent attorney rating service, and has been selected as a "Super Lawyer" from 2008-2014. The annual "SuperLawyers(R)" listing is a consumer ratings service of outstanding lawyers from more than 70 practice areas by Thomson Reuters and published in Law & Politics magazine.

About the Author

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Craig R. Hersch is a Florida Bar Board Certified Wills, Trusts & Estates attorney who is also a Certified Public Accountant (CPA). His law practice is based in Fort Myers, Florida, where he manages an extensive client base consisting of wealthy retirees, individuals, families and business owners throughout the state. He has developed several unique estate planning processes, including The Family Estate & Legacy Solution that you can find on his firm's website www.sbshlaw.com. Craig has published professional articles in various trade journals, including The Practical Tax Lawyer, The Florida Bar Journal and Estates & Trusts Magazine. He prides himself, however, on his "down to earth" attitude and ability to communicate complex legal and tax solutions in language that his clients understand. Since 2004 he has written an estate planning column in Sanibel's The Island Sun weekly newspaper. His firm's website features videos and webinars of Craig's client presentations, including Florida Residency & Estate Planning, What Your Adult Children Need to Know About Your Estate Plan; The Perils of Joint Accounts; Legal Matters When a Loved One Dies; and Who Does What in Your Legal Documents if You Become Incapacitated. These are all part of Hersch's trade-marked Family Estate & Legacy Series. His middle-class, no-nonsense background comes through in almost everything that Craig does. Because of financial difficulties his family experienced at the time, Craig worked part-time jobs and took out student loans to put himself through the accounting (BS 1986 MS 1987) and law programs (1989) at the University of Florida. After graduation, Craig's career began at Deloitte & Touche in their Atlanta and Tampa offices. Craig and his wife, Patti then discovered paradise in Southwest Florida, where they have resided since 1990. He joined his current law firm in 1992. When not practicing law Craig enjoys adventure travel as well as competing in triathlons, including Ironman distance races. He can also be found cheering on his beloved Florida Gators on fall Saturdays and during basketball season. Craig and Patti have three daughters, Gabrielle, Courtney and Madison, of whom they are very proud.