Estate Planning

Do you have an Estate Plan? Even if you haven’t officially created one with a qualified attorney, the answer is “Yes”. The Florida Statutes govern your estate plan if you have assets titled in your name and you pass away without a will (intestate). This may be acceptable for some people. However, for many of us, failing to plan can cause numerous issues upon your death such as cost and the amount of time it takes for your heirs to receive your assets.

Estate planning involves preparation for the management and distribution of assets and minimizing gift and transfer taxes during a person’s life and upon their death. There are many factors involved in estate planning under Florida law. The basic estate planning documents include, but are not limited to Wills, Trusts, and Advanced Healthcare Directives. The Advanced Healthcare Directives can include: Durable Power of Attorney, Healthcare Surrogate (Healthcare Power of Attorney), Living Will, Pre-Need Guarding Designation, and HIPAA Waiver.

If you already have an estate plan, we can review it and ensure that it is appropriate based upon your current needs. It is particularly important to have an attorney review your estate plan if you have recently married, divorced, had children, acquired new assets, received, earned or inherited a substantial amount of money or assets, or moved to Florida from another state, since different states have different estate and probate laws.

We would love to meet with you and discuss your Estate Planning goals. We take pride in not providing standard “cookie cutter” Estate Plans and will personally take the time to review and convey your options to you.

Please feel free to contact us today for an Estate Planning consultation.