Estate Planning

Wills & Trusts

A well-designed estate plan directs how your assets will pass or how your medical, end-of-life, and financial decisions are made. Creating an estate plan allows you, not a probate court, to make these important decisions.

Without an estate plan in place, the state’s intestacy laws determine how your assets will pass in the event of your death. Florida’s Intestacy statute can be found in Chapter 732 of the Florida Statutes. Unfortunately, the state’s plan may not be the plan you desire and may cost your family and loved one’s significant time and money that could have otherwise been avoided.

Additionally, we all hope that we will never become incapacitated and will always be in a position to make our own medical decisions and manage our financial affairs. Unfortunately, this isn’t always the case. Having a comprehensive estate plan in place will ensure that even if you are incapacitated, your wishes for your medical care are followed and your financial affairs and managed. The Durable Power of Attorney, Health Care Surrogate Designation and Living-Will are key documents that make it so you can make those decisions long before anything happens to you.

Our firm assists with preparing various estate planning tools for individuals, married couples or domestic partnerships including:

  • Last Will and Testament
  • Pour-Over Will
  • Durable Power of Attorney
  • Revocable Living Trusts
  • Testamentary Trusts
  • Complex Trust such as Irrevocable Life Insurance Trusts (ILITs), Qualified Subchapter S Trusts (QSSTs), Charitable Remainder Trusts
  • Special Needs Trusts
  • Health Care Surrogate Designation and HIPAA Authorization
  • Living Will
  • Power of Attorney for Minor Child (if applicable)
  • Preneed Guardian Designation (if applicable)
  • Business succession planning for Business Owners

By structuring an estate plan in place, you are ensuring you are prepared by providing the greatest protection for you your loved ones.

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