Wills, Trust & Estate Planning

“I want to provide for myself and my loved ones during my lifetimeĀ and, upon my incapacity or death, give what I have to who I want, the way I want, when I want, and if I can, save every last fee, tax or court cost possible.”

– From ‘Loving Trust’

Wills and Trust Planning

In a will, a person may designate how assets will be divided after their death. This prevents arguments over assets in front of a judge. A will can be modified or revoked at any time to meet recent circumstances such as a marriage, divorce, or birth of a grandchild.

A trust is a separate legal entitity that allows an individual (the Grantor) to transfer assets into the trust where a Trustee maintains and manages the assets until they are passed to the Beneficaries upon the Grantor’s death. A trust is not a public record, unlike a will, and passes to the beneficiaries without having to wait for the probate process.

There are various types of trusts. Trusts can be either revocable or permanent and irrevocable. Our firm can discuss the benefits of each type of trust to determine what is best for you and your family.

Estate Planning

It is difficult to think about plans for our own death, but it is important to do. For those who die without a will, assets are distributed according to Florida law. Estate planning can protect your assets and ensure that your wishes are respected after incapacitation or death.

Our firm will take the time to know you and help define your life goals and wishes upon your death. We will advise you about estate planning strategies created to help you meet those goals. A complete estate plan will include a Last Will and Testament, Power of Attorney, and Designation of Healthcare Surrogate.

Our commitment is to make estate planning as quick and affordable as possible while providing the quality you deserve. Inadequate estate plan documents can lead to expensive court battles. That is a legacy no one wants to leave behind.