It can be difficult to think about what will happen to your loved ones when you're no longer around to care for them. Many Florida families are so reluctant to consider this that they never make a plan, leaving children and other loved ones facing both emotional and financial hardship.
My Pink Lawyer® Specializes in Crafting Estate & Succession Plans to Protect Loved Ones and Simplify the Transfer of Assets
Comprehensive Florida Estate & Succession Planning is about more than signing documents.
It means designing and putting in place a personalized estate plan that meets your planning objectives in the simplest way possible.
Florida law determines what happens to your home and money after you pass away, including who may inherit and how much of your estate goes to the government in taxes. A clearly defined legal estate plan ensures your wishes are followed and your family is protected, even after you are gone.
Everyone should have a well-defined, written plan, not just the wealthy.
Each plan is personally crafted to protect your loved ones from unnecessary delays and expense, avoid long, messy probate, and family disputes.
Your personalized Florida Estate & Succession Plan may include:
- Last Wills and Testaments. A Will is a master document outlining your wishes after your death. It can include provisions for who will inherit your property, care for your minor children, and continue caring for your pets and most treasured personal items.
- Trusts. A trust is a legal document that allows certain assets to be protected from debt collection, misuse, probate, and even certain taxes. Assets held in trust may remain protected until a minor beneficiary can legally inherit them (minor's trusts), hold funds for inheritance while you maintain control during your lifetime and avoid probate (living trusts), or ensure your life insurance funds are spent wisely (life insurance trusts). We can also create a special needs trust and advise you on special needs planning for disabled children and loved ones.
- Tax Planning. If applicable to your situation, we can explore legal ways to minimize estate and gift taxes on your holdings, and help your home remain in your family's possession without going through probate.
- Health Care Planning. A comprehensive Estate & Succession Plan doesn't just provide for your loved ones after your death, it also gives direction on what should happen if you become incapacitated. With thorough Florida advanced health care directives (including living wills, organ donation, and designation of health care surrogates), you will appoint a trusted friend or family member to make medical decisions for you if you are unable to make them yourself, and document your end-of-life wishes in advance so there is no confusion or guilt for your family.
- Financial Powers of Attorney. Just as a health care power of attorney covers your medical care, a financial power of attorney grants control over your finances if you become unable to make decisions for yourself. Without outlining who is responsible for your bank accounts, stocks, and other holdings, your family will have to go to court to legally access your finances if you are unable to manage them yourself.
Ready to Minimize the Future Burden on Your Loved Ones? Getting Started is Simple
At your private Florida Estate & Succession Planning consultation, our experienced attorneys will answer all of your questions and offer practical, effective advice on designing a comprehensive plan that meets your goals and protects and simplifies things for your loved ones.
We will also quote you a flat, fixed fee for your custom-designed Estate & Succession Plan.
We will never attempt to sell you services you don't need.
And you will never feel pressured to hire us (though most folks who meet with us for their Estate & Succession Planning consultation do).
Your private Estate & Succession Planning Consultation with one of our attorneys is $150 for review consultations and $275 for most new estate planning consultations. Appointments may be reserved online by clicking the button below or by phoning our office: 850-439-1191.
We reserve ninety minutes for your initial consultation so you will not feel rushed, though your consultation may not take that long.
Refunded reservation fees are subject to a $50 administrative fee (deducted from your refund).
You may reserve your initial Estate & Succession Planning consultation now by either clicking the button below or by calling our office: 850-439-1191.
