Without proper planning, Florida’s intestacy laws determine asset distribution regardless of your actual wishes. The absence of a durable power of attorney or healthcare directive may force families into costly and time-consuming court proceedings during incapacity. A complete estate plan is the most valuable gift you can leave your family.
A will designates beneficiaries, names a personal representative, and designates guardians for minor children. We draft customized wills and assist with updates for major life changes.
Unlike a will, a trust avoids probate, distributing your assets privately and efficiently. We draft and fund trusts, transfer assets, coordinate beneficiary designations, and establish sub-trusts for minors or special-needs beneficiaries.
Designates an agent to manage financial and legal affairs during incapacity, including bill payment, investments, and government agency interactions.
Documents that govern medical decisions when clients cannot communicate, expressing preferences regarding life-prolonging treatment and end-of-life care.
Properly structured special needs trusts allow provisions for disabled loved ones without jeopardizing their eligibility for essential public benefits.
Charitable bequests, charitable remainder trusts, donor-advised funds, and nonprofit beneficiary designations.
An estate plan is not a one-time event. We recommend reviews every three to five years, or after major life changes — marriage, divorce, birth, death, relocation, or significant asset changes.
A thoughtful estate plan is the most valuable gift you can leave the people you love. Let us build one that fits.