Estate Planning, Wills & Trusts
The importance of an estate plan usually becomes clear after it is too late to make one. A few well-drafted documents give you control over your assets, your medical decisions, and the people who will act for you.
Documents every adult should have
- Last Will and Testament
- Revocable living trust
- Durable power of attorney
- Designation of health care surrogate
- Living will
- Pre-need guardian designation
Advanced planning
For blended families, business owners, and clients with property in more than one state, we prepare trusts for asset protection, planning for beneficiaries with special needs, Medicaid planning, and gifting strategies. Without a plan, Florida law decides who inherits, probate costs rise, and a court may have to appoint a guardian for minor children.
When to review your plan
Every two to three years, or after any major life change: marriage, divorce, a birth or death in the family, a significant change in assets, or a move to Florida from another state.
Talk to an attorney today.
Tell us what happened and we will tell you, candidly, where you stand and what we can do about it. Payment plans and credit cards accepted.