Skip to main content
#
Call Us Today!

Estate Planning

Our estate planning services have been developed to help preserve what you have worked so hard to build over the years and to help you plan for the eventual distribution of your assets to your heirs.
 

Proper estate planning may help you:

  • Obtain financial security for your family.
  • Pass your estate on to your heirs according to your wishes.
  • Reduce or eliminate taxes, administrative expenses and delays in connection with the transfer of your estate.
  • Provide liquidity to cover taxes, debts and expenses your estate may owe.
  • Provide the peace of mind that comes with knowing steps have been taken to protect the people who depend on you, as well as everything you've worked a lifetime to build.
The primary reason of Estate Planning is to accomplish the distribution of assets, to whom you wish minimizing taxation. Having a successful estate plan assures your wishes for your heirs. The initial planning process includes taking an inventory of your assets, discussing with trusted advisors, such as attorneys and accountants, your goals for the future.
 
Below is a brief list of items that should be considered to when taking inventory of your assets:
  • Real Estate (home or other real estate ventures)
  • Savings (bank accounts, CD's or money markets
  • Investments (stocks, bonds, mutual funds)
  • 401(k), IRA, pension and other retirements accounts
  • Life insurance policies/annuities
  • Ownership in a business(es)
  • Motor vehicles (cars, boats, planes)
  • Jewelry
  • Other personal property of worth
The planning process is one that takes time and is ever changing. However, most people assume that estate planning is for the wealthy. Your loved ones are at risk of losing all that you have built in your lifetime, without proper planning, you are in danger of the following:
  • The transferring of your assets will be decided by the laws that govern your state.
  • Court appointed administrators make the decision; where, who and how much of your assets are distributed. As well as receiving expenses for their work and a deduction to the total amount that could be given to your loved ones.
  • When children are involved, it could result in a court appointed guardian.
  • A family owned business could be sold without the families consent.
  • Unnecessary estate taxes can be relinquished and administrative services can be incurred and deducted from your assets
     
The Naples Philharmonic Center for the Arts opened in 1989 and features both the performing and visual arts in a single complex as well as hosting a resident orchistra. The Phil has a 1,475 seat main hall and a 282 seat black box theatre. It also has 4 museum quality art galleries which showcase traveling and exclusive exhibitions.  Naples Philharmonic Center
Our Contact Information 

Olson & DiNunzio Insurance Agency, Inc.
2536 Northbrooke Plaza Dr.
Naples, FL 34119

Telephone: (239) 596-6226
Fax: (239) 596-1620
Email Us

Let us be the one Naples independent insurance agency you turn to for:

These are some of the companies we proudly represent:

  • Allied/Nationwide Insurance
  • Progressive Insurance
  • Travelers Insurance
  • Hartford/AARP Auto
  • Safeco
  • Tower Hill
  • Federated National
  • Bankers Insurance Group
  • Universal Property & Casualty
  • Heritage
  • Citizens
  • AIMGA
  • St. Johns
  • Homeowners Choice
  • Olympus
  • United Property & Casualty
  • American Integrity

Personal Service at Internet Prices!
Olson & DiNunzio Insurance Agency, Inc. is a BBB Accredited Insurance Company in Naples, FL



© Olson & DiNunzio Insurance Agency, Inc., 2008
2536 Northbrooke Plaza Drive; Naples, FL 34119
Doing Business in the State of Florida

P: 239-596-6226; F: 239-596-1620; E: info@olsondinunzio.com 

Featuring the cities of Naples, Bonita Springs, Marco Island and Estero Florida. Providing them the highest quality insurance and unbeatable rates.

Insurance Websites
Insurance Website Design