Wills
How We Can Help
If you’re like most people, you want authority over your end-of-life plans. A legally binding Will is essential to ensure that you, not the State, make those vital decisions. Our team will help you craft a customized plan to best protect your assets and safeguard your family’s future, while maintaining family privacy.
You may think that “estate planning” is only for individuals and families with a sizable fortune, but that’s not the case. Our clients range from Uber drivers to the uber-wealthy, and everyone needs an estate plan.
Why Do I Need a Last Will and Testament?
Many people do not believe they need a Last Will and Testament, especially if their assets are modest or they feel they are not yet at a stage of life where estate planning is necessary.
If you die without a Will (intestate), the State of Florida determines how your assets get divided and who your beneficiaries will be. A judge then decides who handles the administration of your estate. Learn more about Florida Intestacy law.
For those with minor children, a Will is the only way to appoint a guardian for your child in the event of your death.
Can I Prepare My Own Last Will and Testament?
Wills must conform to Florida law and must clearly and unambiguously reflect your wishes. While it may be tempting to use do-it-yourself forms, remember that a Last Will and Testament is just that: it’s the last thing you’ll do. If a mistake is discovered after your death, you don’t get a second chance to make things right. This is not an area in which to be penny-wise and pound foolish.
Read our article on whether a computer program or AI should be used to write your Will.
Why a Simple Will Is Not Enough
A basic Will does not avoid the probate process, control your non-probate property, or provide for special planning concerns such as estate taxes or trusts. The Will is just one piece of the total estate planning picture.
We develop personalized Last Wills and Testaments, Trusts, Powers of Attorney, and Estate Plans to meet your individual needs and goals. We will help you build the plan that best protects your assets and your family’s future, while maintaining family privacy and keeping control of your wishes.
Protecting Your Family and Your Future
When You Have a Child
Expecting a new baby is one of the many reasons young clients visit us. You are never too young, nor your family too small, to begin your estate plan.
The College Protection Plan
For our young adults: many people ask when is the best time to begin an estate plan, and the answer is always that you are never too young. For college-age students, we have a special plan in place. Read about the College Protection Plan here.
“Estate planning is not just for the wealthy. It’s for anyone who happens to love and care for someone.” Living Trust Network Staff
How We Can Help
If you’re like most people, you want authority over your end-of-life plans. A legally binding Will is essential to ensure that you, not the State, make those vital decisions. Our team will help you craft a customized plan to best protect your assets and safeguard your family’s future, while maintaining family privacy.
You may think that “estate planning” is only for individuals and families with a sizable fortune, but that’s not the case. Our clients range from Uber drivers to the uber-wealthy, and everyone needs an estate plan.
Why Do I Need a Last Will and Testament?
Many people do not believe they need a Last Will and Testament, especially if their assets are modest or they feel they are not yet at a stage of life where estate planning is necessary.
If you die without a Will (intestate), the State of Florida determines how your assets get divided and who your beneficiaries will be. A judge then decides who handles the administration of your estate. Learn more about Florida Intestacy law.
For those with minor children, a Will is the only way to appoint a guardian for your child in the event of your death.
Can I Prepare My Own Last Will and Testament?
Wills must conform to Florida law and must clearly and unambiguously reflect your wishes. While it may be tempting to use do-it-yourself forms, remember that a Last Will and Testament is just that: it’s the last thing you’ll do. If a mistake is discovered after your death, you don’t get a second chance to make things right. This is not an area in which to be penny-wise and pound foolish.
Read our article on whether a computer program or AI should be used to write your Will.
Why a Simple Will Is Not Enough
A basic Will does not avoid the probate process, control your non-probate property, or provide for special planning concerns such as estate taxes or trusts. The Will is just one piece of the total estate planning picture.
We develop personalized Last Wills and Testaments, Trusts, Powers of Attorney, and Estate Plans to meet your individual needs and goals. We will help you build the plan that best protects your assets and your family’s future, while maintaining family privacy and keeping control of your wishes.
Protecting Your Family and Your Future
When You Have a Child
Expecting a new baby is one of the many reasons young clients visit us. You are never too young, nor your family too small, to begin your estate plan.
The College Protection Plan
For our young adults: many people ask when is the best time to begin an estate plan, and the answer is always that you are never too young. For college-age students, we have a special plan in place. Read about the College Protection Plan here.
“Estate planning is not just for the wealthy. It’s for anyone who happens to love and care for someone.” Living Trust Network Staff