Estate Planning 

Estate planning is the roadmap for managing your assets after you’ve passed. It uses tools like wills, trusts, insurance policies, etc. to save on costs and taxes. Beyond assets, it includes important health and non-health decisions, guided by living wills, powers of attorney, and more. To ensure a valid will and trust, you need experienced attorneys to guide you through the process and properly execute the required documents.

What does Estate Planning Include?

Many of us believe we have plenty of time to plan, but life is unpredictable. Setting an action plan for unforeseen circumstances can save your family heartache and uncertainty. It’s never too early to plan for the inevitable.

In Florida, passing without a valid will (also called intestate) carries clear-cut consequences. The surviving spouse inherits the whole estate, unless children from a previous marriage exist. In that case, those children share half, and the spouse gets the remainder. Without a spouse, descendants inherit all. No spouse or descendants? It goes to the parents. Lacking those relations, it defaults to other kin. If no heirs exist, it transfers to the State of Florida.

Discussing post-life wishes with loved ones isn’t enough. Without valid physical documentation, your disbursements may not be completed as intended. Without proper organization, it may be difficult for loved ones to locate financial records, insurance policies, and titles. But with our expert team, you get the documentation and structure needed to set your wishes in stone.