Wills and estate planning
When the topic of estate planning is discussed, many people think that it is only for the wealthy. This is a common misconception.
Wills and Estate Planning is not only about minimizing the tax bite on family assets, but it is also about asset protection planning, the management of your assets upon disability, caring for family members, especially minor children, and maintaining control over health care decisions.
A Clear Plan for the People Who Matter Most
A properly drafted Florida Last Will and Testament ensures your wishes are honored and reduces confusion, delays, and disputes. We work closely with clients to create wills that are clear, enforceable, and customized to their circumstances.
We assist with:
- Florida Last Will and Testament preparation
- Naming guardians for minor children
- Asset distribution planning
- Coordinated probate strategies
- Updates to existing wills
A well-prepared will is the foundation of any estate plan—and the first step toward peace of mind.
Testamentary Substitutes
At your death, your property can be transferred in one of three ways. Certain assets, sometimes referred to as non-probate assets or testamentary substitutes, will be distributed without reference to your Will or supervision by the Probate Court.
Non-Probate assets include:
Assets owned jointly with rights or survivorship will pass to the surviving joint owner.
Life insurance proceeds will be paid to the beneficiaries you designate in the policy or beneficiary form.
IRAs, 401(K)s, pension, profit-sharing and Keogh accounts will be paid to the beneficiaries you designate on the beneficiary form.
Get A Free Initial Estate Planning Consultation
Call us at (772) 324-5437 or directly on cell phone (772) 341-7031 to set up a free initial estate planning consultation with an attorney to discuss your estate planning needs.
There is no charge for the initial consultation — only a flat-fee for the actual preparation and execution of your estate planning documents. Please feel free to call for an estimated fee range quote based on a brief assessment of your situation. We are available for some weeknight and Saturday appointments by request.