Practice area 05
Estate
planning.
A good estate plan decides who makes decisions if you can't, who inherits what, and how much your family has to go through court. We make it understandable.
A good estate plan decides who makes decisions if you can't, who inherits what, and how much your family has to go through court. We make it understandable.
Directs who receives your property and names a personal representative and guardians for minor children.
Holds assets during life and can help your family avoid probate for trust property.
Lets someone you trust handle finances if you become unable to.
Health care surrogate designation and living will so your wishes are known.
Some Florida rules surprise people who move here from other states.
Florida restricts how a primary residence can be left when a spouse or minor child survives. Plans need to account for this.
Wills from other states are often valid here, but powers of attorney and health care documents may need updating.
Retirement accounts and life insurance pass by beneficiary form, not by your will — they need to match your plan.
Not everyone does. Trusts can help with privacy, avoiding probate, and managing assets for beneficiaries. For some families a well-drafted will and updated beneficiary designations are enough.
Most estate plans are prepared for a flat fee quoted after an initial meeting, so you know the cost in advance.
Review it after major life events — marriage, divorce, births, deaths, moving states, or significant changes in assets — and every few years otherwise.